Our iA Private Wealth team provides Niagara residents with a comprehensive range of wealth and financial management services provided by experienced CERTIFIED FINANCIAL PLANNER® professionals and investment advisors.
Investment Planning
Building your unique investment portfolio requires thought and consideration. Learn how we can help you choose investments that meet your needs.
Trust & Estate Planning
Our estate planning services help Niagara residents efficiently transfer wealth from one generation to the next, regardless of complexity.
Retirement Planning
We work with you to understand your full financial situation so we can provide a retirement solution that will support you through your entire life cycle.
Tax Planning
A sound financial picture includes tax planning. We offer our expertise to help Niagara residents minimize the tax impact on their financial plans.
From the iA Private Wealth Team
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We know how important customer service is to our clients. You want to know that someone will pick up the phone when you call. Interacting with our clients is the most enjoyable part of my day!