iA Private Wealth

About iA Private Wealth

iA Private Wealth is an investment services firm located on Fullarton Street in the Downtown neighbourhood of London, Ontario. The business provides holistic wealth management for Canadians, including individual investors, families, and business owners. They offer a range of services designed to help clients build, grow, and preserve wealth throughout various stages of their financial journeys. The firm provides comprehensive planning across several areas, such as retirement, tax, estate, and investment planning. Specific services include business and succession planning, trust and estate planning, and education planning using Registered Education Savings Plans (RESPs). Their investment offerings consist of mutual funds, equity and fixed-income securities, exchange-traded funds, and alternative investments. Additionally, they provide credit and lending options like securities-based lending and investment or RRSP loans, as well as insurance products including universal, term, and whole life, disability income protection, critical illness, long-term care, and group benefit plans. iA Private Wealth describes its approach as a holistic vision based on unbiased advice, collaboration, and transparency. Investment Advisors follow a six-step process that begins with understanding a client's priorities and ends with monitoring their plan's progress. They focus on six main priorities: investing, saving and borrowing, education planning, tax planning, risk management, and will and estate planning. To support their clients, the firm provides various digital tools, including calculators for mortgages, loans, RRSPs, and retirement income, as well as a client portal for tracking portfolio status and performance.