About Us
Our mission: Help individuals and businesses build and preserve their wealth, develop their assets and benefit their estate.
We take the time to speak regularly with you to see or review your financial objectives, so that they are aligned with your reality. We also ensure that you understand and adhere to the personalized strategies that we suggest to achieve your objectives.
Why entrust the management of your portfolio to Distinction Patrimoine?
We have free rein.
We do not prioritize any proprietary product and have full latitude and freedom to exercise our role in your best interest. It is also a question of integrity. We know how to surround ourselves well and also have access, if necessary, to independent specialists* whom we choose carefully to support you in your business and personal decisions.
Listen
Everything starts from our desire to fully understand your needs, but also your dreams, your aspirations.
Every person is unique, and it's about you. By taking the time to get to know you and maintaining regular contact, we ensure we are always relevant in our strategies which we adapt over time and moments of your life.
Kindness
More than money, it's about you, your present, your future. This is reflected in our reports, which we want to be transparent and true.
We want to help you develop your financial knowledge so that it allows you to appreciate and adhere to the strategies proposed, and so that you feel more free and in control of your finances.
Performance
Each strategy is built to specifically meet your personal goals.
We think outside the traditional paths usually taken to develop tailor-made creative strategies and are constantly looking for new opportunities for our clients; it is an integral part of our culture.
Ethics
Aware of the importance of our work, we make it our duty to rigorously live up to the high standards of integrity and governance that we have set for ourselves.
In order to better guide you in your investments that respect environmental, social and governance (ESG) factors in business, we are certified by the Responsible Investment Association (RIA Canada).
Communicate with us
*Only products and services offered through iA Private Wealth Management Inc. are covered by the Canadian Investor Protection Fund.
Investment
The investment strategies we offer are agile, meaning it is easy to revise them quickly when you want or the market requires it.
Taxation
Every business needs tax strategies when there is a need for liquidity or financing, for example.
Disbursement
Nowadays, with life expectancy and advances in health, it has become as important to know how to optimize disbursements as it is to accumulate assets.
iA Private Wealth Management Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth Management is a trademark and another name under which iA Private Wealth Management Inc. carries out its activities. This is not a website or an official publication of iA Gestion Privée de Patrimoine Inc. and the information and opinions presented do not necessarily reflect the opinion of iA Gestion Privée de Patrimoine Inc. The information contained in this website comes from various sources which are considered reliable, but iA Gestion Privée de Patrimoine Inc., its affiliated companies, employees, agents or any other person, do not represent or guarantee, explicitly or implicitly, their accuracy or completeness. Further, the Website is provided for informational purposes only and should not be considered an offer or solicitation to buy or sell any securities. The information contained herein may not apply to all types of investors. The investment advisor can only open accounts in the provinces where they are registered.
Heritage Distinction
Our Mission: Support individuals and businesses in the growth and protection of their assets, maintain their assets and enhance their assets.
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