Financial Planning
Helping you grow.
No matter what stage of life you are in, we can help!
Cash Flow Planning
and
Budgeting
Every plan needs a first step. To us, that means understanding your habits and patterns around spending money. Where does it go and why?
Retirement Planning
Retirement is an important goal for you and/or your family. You know you need to accumulate savings for your future, but how much? What gets you excited about retirement and what choices do you want? We help you answer these questions
We factor in the impact of tax at every stage of your financial plan.
Retirement Income and Lifestyle Planning
Once you retire, you have even more choices to make around your money. You now need to know where to draw your funds from and how much. What's even more important is to make sure you and your partner are on the same page.
Estate and Legacy Planning
As you progress through your financial life, you may accumulate money that you want to pass onto your children or grandchildren. But how do you do that efficiently? We can help by integrating tax efficient strateies and products into your plan.
Did you know?
Let us be a part of your team!
We can work together with your accountant and lawyer to make sure everyone is on the same page!
iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization (CIRO). Propel Financial Life Management is a personal trade name of Susan J. Vincent. Insurance services are provided through IA Private Wealth Insurance. Propel Insurance and Advisory Inc. is a private company unrelated to IA Private Wealth. iA Private Wealth Inc. and its related and affiliated companies have no liability for Propel Insurance and Advisory Inc.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.