We offer a wide range of wealth solutions tailored to meet the unique needs of each client. As a team of like–minded advisors, we take pride in our shared goal of providing investors with the right products and services, so they have enduring peace of mind when it comes to their investments.
We will review your cash flows and create a budget to keep your personal finances and investment goals on track.
A sound approach to investing takes emotion out of the equation and focuses on research–driven results. We gather information about your objectives, attitudes toward risk, return expectations and time horizon, and then determine the best portfolio strategy and investment vehicles for you.
This is not just about contributing to your RRSP or group pension plan. It is also about how you will live in this next stage of your life. We work with you to project your cost of living at retirement and then create a plan that helps you achieve your goals.
Our UMA program combines the benefits of institutional–style investment management with the boutique experience of a family office. Along with access to industry–leading money managers, the UMA offering includes rigorous oversight by an in–house committee whose mandate is to ensure portfolios are optimized for exceptional risk–adjusted performance.
We offer basic estate planning support, such as setting up beneficiaries and tax–efficiency planning.
The purpose of QROPS is to facilitate transfers between pension plans in the United Kingdom (UK) to pension plans in other countries that meet the requirements established by His Majesty's Revenue and Customs (HMRC).
Client Testimonials
iA Wealth Advice Centre has helped me make the right financial decisions. They are always willing to assist whenever needed. I wouldn’t trust anyone else with my financial planning and wealth management needs.”
– Julie T.
Client Testimonials
“The team at the iA Wealth Advice Centre goes above and beyond when it comes to achieving customer satisfaction. Every time I call, there is always someone to help me. Their client service is excellent.”
– Bledar G.