Investment Management
Peace of Mind.
Invest Smartly.
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We help you stay focused on what you can control. This is arguably good advice in many areas of life, but we believe it to be very important when it comes to investing your money.
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We align your investments with your financial plan. That means you will have peace of mind with your investments no matter what is happening around you!
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We use a full service brokerage model and that means we offer many different product models and risk levels to suit your needs. We don't believe in a "one size fits all" approach!
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Variety of Investment Products Available. Including mutual funds, stocks, bonds, and Exchange Traded Funds!
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Portfolio Models available to suit your investor personality, fees and your desired level of customization!
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Several Investor Profile Models available to suit your tolerance for risk and your desired level of risk management!
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.
