Our Services
Our Approach
Throughout your life and as events occur, your expectations and financial goals evolve.
Listening to your needs, we adapt our recommendations to your situation and ensure we offer the solutions that best suit you.
Investment Strategies
The investment strategies we offer are agile, meaning it is easy to revise them quickly when you want or the market requires it. It is important that your assets accompany you at every stage of your life. Our goal is to optimize returns, seize opportunities and secure your financial future.
We invest in harmony with your values and beliefs. If you want, we choose certain investments with you based on environmental, social and corporate governance (ESG) criteria.
Let's create a lasting legacy together, for you and your estate.
Tax Strategies
Every business needs tax strategies when there is a need for liquidity or financing, for example.
Tax season is coming, what to do? How to optimally withdraw money from your company? To incorporate or not? How to minimize the impact of taxes? We implement tax strategies to maximize and preserve your net worth.
Disbursement Strategies
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. The time comes when we want to withdraw from what we have put aside all these years. Are you sedentary or active? How do you want to enjoy these years? You need a financial strategy that corresponds to your lifestyle, which we review together over the years, in order to maximize your investments and leave them to your estate. A disbursement strategy, prepared according to the way you live these years ahead you and the needs that result from it, allows you to live less stressed in the face of the unknown.
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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