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Our Services

It's not always about having more. It's about having clarity and direction. 

A Good Financial Plan Focuses on Being Over Having

We offer comprehensive planning, value-aligned portfolios, and ongoing guidance to help you steward wealth with clarity, integrity, and intention.

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Who we Serve

Every client is unique.

We did a short road trip to the Dolomite

Personal

  • Individuals

  • Young Couples

  • Families

  • Retirees

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Philanthropic

  • Foundations

  • Trusts

  • Charities

  • Endowments

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THΞ MISTY MOUNTΛINS_
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Professional

  • Companies

  • Incorporated Professionals

  • Family Businesses​

  • Executives

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This is a composite of 5 images edited in Λdobe Photoshop & Nik Softw
brown mountains inspiring beauty

Private Wealth & Leagacy

  • High Net Worth Clients

  • Business Owners

  • Multi-Generational & Legacy Planning

  • Family Enterprises​

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Personal Planning

We help individuals, couples, and families bring order and clarity to every part of their financial lives. Whether you’re building a foundation, navigating major life transitions, or preparing for the future, we provide disciplined planning, tailored investment guidance, and ongoing accountability.

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  • Cash Flow & Budgeting

  • Retirement, Education and Goal Planning

  • Investment Planning

  • Risk Management

  • Tax Planning 

  • Estate Planning

  • Charitable Giving

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Image by Giuseppe Mondì

Professional Planning

We help incorporated professionals, business owners, and leaders bring order to complex financial decisions with integrated strategies that preserve what you’re building and give you the clarity to lead with purpose. â€‹â€‹
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  • Tax Efficient Compensation Strategies

  • Investment Management

  • Risk Management 

  • Business Succession Planning

Philanthropy

Purposeful giving requires clarity, structure, and stewardship. We help families, foundations, and charitable organizations manage resources with intention so their generosity can create enduring good across generations.

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  • Morally-aligned Investment Management

  • Support for Donor-Advised Funds and Philanthropic Families

  • Structured Giving Strategies

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Image by Samuel Ferrara

Private Wealth & Legacy 

Significant wealth carries both opportunity and responsibility. We help high-net-worth individuals, families, and business owners bring order to complexity, steward resources across generations, and build a legacy worthy of the gifts entrusted to them.

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  • Comprehensive Financial Planning

  • Investment Management

  • Risk Management Planning

  • Trust and Estate Planning

  • Tax Strategy

  • Coordination with Outside Professionals

Additional Information

Summary of What We Offer

Services

  • Financial Planning

  • Retirement planning

  • Budgeting and cash flow

  • Tax planning

  • Trust and estate planning

  • Risk management

  • Planned giving

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Investments

  • Equities and fixed income

  • Exchange traded funds

  • Mutual funds

  • Alternative products​

  • Portfolio construction​

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Philanthropy

  • Morally-aligned Investing

  • Structured Giving

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*Leverage borrowing to invest is not suitable for everyone. You should be fully aware of the risks and benefits associated with using borrowed money to invest since losses as well as gains may be magnified.

Accounts

  • Retirement accounts

  • Education savings accounts

  • Disability savings accounts

  • First Home savings accounts

  • Non-registered accounts

  • Tax free savings accounts

  • Donor-Advised Funds

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Business Owners

  • Business planning

  • Succession planning​

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Credit and Lending

  • Investment and RRSP Loans*

  • Securities-based lending*

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"I SHALL SERVE THAT WHICH IS PRIMARY"

Have more questions? Reach out!

302-1688 152 St, Surrey, V4A 4N2

Tel: 604-538-5880

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iA Private Wealth Inc. is our dealer
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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

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This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

 

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc.  Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

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​This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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