Our Focus
Reimagine a world where you do not have to follow the roller coaster ride of the investment markets.
Investment Managers focus on how to invest your money. Risk Managers focus on how to preserve your money while at the same time finding ways to grow your money prudently. We focus on and excel in Risk Management.
Innovation and the power of technology are redefining how we manage money.
The rules are about to change. This is about the intelligent disassembly of what you’ve taken a life time to accumulate. Different tools, strategies and skills are required.
We help families reimagine what wealth truly means to them, future generations, their communities and to the world.
Business and farm owners have unique needs related to tax deferral, income splitting and business succession. We bring unique planning strategies utilizing tools specific to only the financial industry.
We look at your insurance needs at different life stages to ensure coverage is still relevant, serves a creative purpose or replace it with newer, more flexible tools.
Defining the purpose for your family wealth includes a value based transfer to the next generations and putting your vision of making the world a better place into action.
*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
The world around us is changing faster than ever before. Adapting to change has never been more important and that does apply to investing. One strategy that is being used to manage market volatility is called tactical investing which is an investment management approach that shifts the percentage of assets in various categories over time. The goal of tactical investing is to adapt to the changing market conditions either to reduce risk or to take advantage of potential opportunities. We have partnered with SIA Charts, a leading innovator in risk management using supply and demand principles as the foundation to investing. Powered by today’s technology, we are able to align our investments with the longer term money flows, for both capital preservation and capital growth.