Investment Services & Solutions

The investments we take care of for you are closely monitored using our process of fundamental analysis with a technical analysis overlay that aids you in meeting your personal investment goals given the level of risk you’re comfortable with. Once established, your portfolio is rebalanced regularly to reduce the risk of unexpected volatility in the market.

Individual Stocks
Bonds (we recommend investment grade only)
Fixed income bonds
Individual equity investments
Pooled investment funds
Global investment funds in the developed and emerging markets
Exchange traded funds (ETFs)
Real Estate Investment Trusts or pooled real estate investments
Mutual funds and hedge funds

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Risk Management

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
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.