We offer unparalleled investment management, income creation, and asset protection strategies with a focus on exceptional client experiences.
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.
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.
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.
We put our clients first. Some words from the people we’ve helped.