Providing A Wide Range of Exceptional Financial Solutions

Meeting High Standards

iA Private Wealth’s legal and compliance department tracks the activities of all advisors, ensuring that we have the proper credentials and licenses. They also make sure that we do not represent ourselves as something we are not.

They conduct regular audits of advisors to make sure that all regulations are being followed. This also ensures that we give recommendations and hold transactions that are suitable for each client.

The administration team sets up and maintains your accounts. They also send regular statements and confirmations in compliance with what is required by the provincial regulators.

Adhering to Best Practices

We pursue regular education so that we can provide you with dependable advice. Our advice is based on the latest investment, tax, and estate planning facts and philosophies.

On the other hand, our CERTIFIED FINANCIAL PLANNER® professionals and Investment/Insurance Advisors Karin Rimnyak, Ian Barrie, and David Dryburgh endeavor to complete a minimum of 30 hours of continuing education each year. Our advisors also fulfill educational requirements as investment advisors and insurance representatives.

"Peace of mind knowing she was handling our investments with our best interest in mind."

Ken and I have been lucky enough to have Karin as our financial advisor for many years. We started with Karin when she and Sheena worked together and we have always had peace of mind knowing she was handling our investments with our best interest in mind.
Ken and Virginia Locker
Google Review

Let's talk about your financial goals

Call us today at 519-631-4724 to learn more about our financial solutions and to schedule an appointment.