Proven Financial Success

We offer unparalleled investment management, income creation, and asset protection strategies with a focus on exceptional client experiences.

Scott L Bjornson

What We Do

Discover Our Tailored Services

Everything we do is in our clients’ best interests. Our mission is to provide dependable, holistic financial planning and investment services to hardworking people in Saskatchewan and across Canada.

Financial Planning

A financial plan is an overall analysis of your current financial situation.

Estate Planning / Intergenerational Wealth Transfer

We can guide you through the planning process to preserve your wealth for loved ones.

Retirement Planning

We offer in-depth retirement planning that is tailored to our clients’ needs and goals.

Investment Management

We utilize a proven investment process that is conservative, reliable, steady, and low-risk.

Insurance Solutions

Life insurance can preserve the financial security of your loved ones should you pass away unexpectedly.

Tax Planning

We combine our tax knowledge with your customized financial and retirement income plans.

Business Succession

Business succession planning is determining how you will transfer ownership of your business.

Charitable Giving

We can create a personalized charitable giving plan that aligns with both your financial goals.

About Us

The Easiest Way to Manage
Personal Finances

Our clients are hardworking people, and so are we. Our team works with families, individuals and businesses to identify and achieve their financial goals through conservative, reliable wealth management services.

Independent Advice

Living Sky Financial, with iA Private Wealth, is a part of a network of independent Advisors and as such, we have the freedom to choose from a variety of investment options and are able to tailor advice to your specific financial circumstances and goals.

Professional Advice

At Living Sky Financial, we want to see you succeed with your financial goals. Any advice provided by our advisors is done with you and your success at the forefront.

Great Support

We have a great team of support staff available to assist with every inquiry, idea, or worry you may have. Our mission is to provide client support in a timely, professional manner.

FAQ

Important Questions

iA Private Wealth Inc. is one of Canada’s leading inde­pendent wealth management companies. We are com­mitted to continually raising the bar in the field of invest­ment management and financial planning. With IA Pri­vate Wealth Inc., you have access to some of the finest people in the business, who work diligently to provide you the best in financial products and customer service.

We offer sound financial planning advice regarding investments, insurance*, estate planning, pension options, retirement, and general financial matters. A wide variety of investments are available from our office including mutual funds, stocks, bonds, GICs, royalty trusts, and limited partnerships.

We serve individuals, corporations, small businesses, estates, and trusts.

People who have financial, tax, or investment problems, or who simply wish to plan prudently for their financial future will benefit from the services we have to offer. Furthermore, those who desire a higher, more sophisticated level of financial planning than they are receiving from their current advisor will find our programs and our approach appealing.

A financial plan is an overall review of your current financial situation, which takes into account your goals, needs, priorities, and financial objectives. It focuses on such areas as: tax planning, asset management, insurance, estate planning, risk management, education planning, and retirement. A financial plan identifies opportunities and challenges, and recommends ways that you can achieve your financial goals. Financial planning is an ongoing process that requires implementation and follow up and involves much more than just investments.

No, we do not directly handle legal or tax preparation services in our office. However, we do recommend individuals that specialize in these areas as required or requested by our clients.

We focus on a fundamental approach to investment analysis. In other words, we take into account such variables as prevailing economic conditions; specific industry outlook; historical data and performance; strength of company management; earnings growth and potential; as well as any applicable tax benefits.

Above all, we attempt to select investments that harmonize well with a client’s goals and objectives, within the scope of the individual’s specific financial plan.

We invest for the long-term, utilizing a disciplined buy-and-hold strategy. Our desire is to increase the wealth of our clients steadily through sensible and prudent methods, not speculation.

Yes, client information will be kept in the strictest of confidence.

Simply contact one of our offices. We would be happy to send you a complimentary introductory kit detailing our team and services.

Testimonial

What Clients Say

We put our clients first. Some words from the people we’ve helped.

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Financial Planning

A financial plan is an overall analysis of your current financial situation. We take into account your goals, needs, priorities and financial objectives and create an in-depth plan that is specific to you. We focus on areas such as tax planning, retirement, education planning and risk management including insurance and testamentary concerns. Understanding the reason it makes sense to do any of the things listed above and others in order to become more educated and make informed decisions is of utmost important to us.

Estate Planning / Intergenerational Wealth Transfer

We can guide you through the estate planning process and help you to preserve your wealth for loved ones, protect your valuable assets and reduce potential delays involved with settling your estate such as taxes and probate. Many of our clients benefit from planning associated with the timely and appropriate measures in making sure that your estate can pass seamlessly to your heirs. We can help explain the tax implications on transfer of property and investments so that you are fully aware of the tax implications. There are many dos and do nots in estate planning and we can help avoid common mistakes so that you have peace of mind that you have set up things appropriately to reduce stress in dealing with an estate.

Retirement Planning

We offer in-depth retirement planning that is tailored to our clients’ needs and goals. In addition to helping our clients save for retirement, we work with them to define their needs and maintain their lifestyle after their working years. We will make very specific recommendations as to how, when and why you should draw on certain assets and government and private pensions upon retirement.

Investment Management

We utilize a proven investment process that is conservative and reliable, focusing on steady, low-risk growth instead of high risk investments. We deliver clear advice that is tailored to our clients’ individual needs, goals and risk tolerances, helping them preserve and grow their wealth. We continuously monitor client portfolios and provide ongoing reviews and make recommendations for changes as required. We have access to almost every investment category available including, but not limited to stocks, ETF’s, mutual funds, bonds, GIC’s and annuities.

Insurance Solutions

Life insurance can preserve the financial security of your loved ones should you pass away unexpectedly. There are many different types and amounts of coverage to choose from. We help by understanding your individual circumstances like age, gender, health and lifestyle and suggesting the best coverage options for you.

*Insurance products and services are offered through Supreme Future Generations Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Tax Planning

We combine our tax knowledge with your customized financial and retirement income plans to ensure your portfolio is as tax efficient as possible now and throughout retirement. Included in this, we also ensure that your future income is drawn in the most tax efficient manner upon retirement and explain the reasons in detail behind our recommendations. We can also recommend individuals who specialize in tax preparation as required or requested by our clients.

Business Succession

Business succession planning is determining how you will transfer ownership of your business while still maintaining your personal financial security. We will work with accountants and lawyers to recommend proper insurance and financial products to meet this goal.

Charitable Giving

We can create a personalized charitable giving plan that aligns with both your personal and financial goals. Along with investment advice, we look at ways to minimize or eliminate the tax burdens so you can enjoy the gift of giving.