Wealth Management Peace of Mind, Confidence and Trust
Freedom to pursue your interests, assured that all is in order.
Wealth Management Peace of Mind, Confidence and Trust
Freedom to pursue your interests, assured that all is in order.
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Freedom to pursue your interests, assured that all is in order.
Freedom to pursue your interests, assured that all is in order.
Our dealer, iA Private Wealth, is one of Canada's largest wealth management firms with over $40 billion in assets under administration.
Prescient Wealth with iA Private Wealth was founded as an independent team on the principle of putting clients' best interests first.
We show you exactly what we charge and how the fee-based percentage of assets pricing structure aligns our interests with clients'.
Our clients are people who, like you, are looking for a trusted relationship to help them achieve their goals in life, whether it be developing a plan to grow assets for a comfortable retirement, preserving assets for financial well-being, creating a tax-efficient income stream or planning their legacy to include future generations. We coordinate a wealth management strategy designed around you and your family including investment management, finances, tax and estate planning. We use powerful software to create easy to follow visuals that allow you to see the way forward.
Our clients include generations of family, most often made up of executives, professionals, and business owners. In addition to our Calgary area clients, we conduct quarterly visits with clients located all across Alberta and in the interior and west coast of British Columbia.
Many of our clients are connected in some way to Alberta's energy industry. Given our experience, we are uniquely capable of managing energy sector investments, exposures and transitions.
With over 25 years experience in the wealth management industry, Mr. Tobin, founder of Prescient Wealth, has worked at several of the most widely recognized firms in the country including Peters & Co Limited, RBC Wealth Management, CIBC Global Private Banking & Trust and TD Canada Trust. He has successfully invested for and advised some of the most sophisticated, wealthiest and most financially active families in Canada. He brings a wealth of experience to client relationships having acted both as a skilled Investment Advisor and as a wealth management "quarterback", coordinating and liaising with external financial planning, business planning, tax, estate, insurance, banking and capital markets professionals to best manage clients' overall wealth.
There's a world of difference between big corporation management and the personal relationship focused philosophy and advantages available though our independent, unbiased and entrepreneurial minded boutique style of offering. We put clients first, period. We are confident that numerous high quality Advisors with existing client bases are ready to transition to a better way. Contact us to learn more at gerard.tobin@iaprivatewealth.ca
Invest with confidence knowing that your investment portfolio is based on a 360 degree view of your financial situation and risk tolerance and tailored to your long-term objectives, all while being treated fairly on fees and while minimizing tax. Our fees can be structured so that we do better when our clients do better. We have access to professionals who are deeply knowledgeable about investment markets and portfolio management including portfolio theory and security selection. If your investment portfolio is $500,000 or more, give us a call. We're happy to provide a no-obligation initial look at your existing investment portfolio and provide some initial feedback on any room for improvement.
Anything but cookie-cutter. Our proprietary investment process is built on evidence-based approaches. We combine several leading approaches to improve outcomes for clients. Following a completely open-architecture investment philosophy, we are not biased towards any particular investment product. We won't push you into "in-house" products that pay us more but cost you more. We maintain the flexibility necessary to quickly adapt to changing market dynamics, so clients aren't stuck following a single style that turns out to be yesterday's news. We research and select the best type, best rated and best valued investments for each asset class, sub asset-class, country, industry, sector, company and style all tailored around you. In addition to individual security selections, we also have access to some of the largest and best investment managers in various markets around the globe.
Looking for capital preservation? Income or growth? Dividends? Tax efficiency? Confused about which investment solution to choose or which investment style to follow? Debating between active vs passive investing, value vs growth styles, asset allocation vs security selection and timing drivers, tactical and strategic allocations, factor-based investing, technical analysis, sector rotation, momentum, business cycle, contrarian-based approaches, rebalancing, MEGAtrend secular tailwind investing? We stay on top of it so you can focus your time and energy towards other important areas of your life.
Rest assured that with PRESCIENT WEALTH | iA Private Wealth, you will see the way forward!
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For a complimentary 20 minute initial conversation about your wealth management needs, or to receive no-obligation initial feedback of your existing investment portfolio, or if you'd like more information on becoming a client, please contact us.
Suite 2000, 777 - 8 Ave SW, Calgary, Alberta T2P 3R5
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 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.
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