Client First

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Prescient Wealth with iA Private Wealth was founded  on the principle of putting clients' best interests first. We aim to build long-lasting trusted client relationships based on the highest degree of integrity and performance. We are driven and motivated by client's needs and interests, not by corporate quarterly earnings, bonuses, sales targets and similar corporate profit motivators.

You can have peace of mind knowing that only your best interests are driving our advice and that our interests are aligned with yours.

You'll be guided by an advisor with a wealth of experience and first hand investment and market knowledge, accessing a full range of available investment opportunities.  We are not salespersons some of whom may simply direct your investments into pre-packaged, high fee, often in-house products with little understanding or control when big market shifts and events occur. 

 Prescient Wealth is here for you for the long-haul. We are patient in ensuring that client needs and investment philosophy are a good fit with our firm for a long-lasting effective partnership.  We operate on the basis of full disclosure and transparency both on our firm's behalf and during client discovery. 

At Prescient Wealth, we help our clients to see the way forward. We co-ordinate a complete wealth management strategy for clients.  Where needed, we liaise with external planning, tax and estate professionals.  Our focus is to ensure that all is in order; that every wealth management need is properly and effectively addressed so that you're free to pursue your personal interests.  

You can expect seamless service where we make your client experience as convenient and easy as possible. We walk you through our client wealth management and investment process in advance so you know what to expect.  

Invest with confidence knowing that your investments are meeting your objectives. We provide a number of ways for you to monitor your portfolio along with direct access to your Investment Advisor for any questions that may arise. We provide our own view of the markets and deliver updates specific to recommended investment portfolios. In addition, we conduct quarterly face to face reviews, host market update and wealth management topic webinars including prominent guest speakers. We also arrange special private client group social events. We provide financial education webinars for clients who wish to have a better understanding themselves or who would like their heirs to be better prepared.  

You'll be guided by advisors with a wealth of experience, all the while having your wealth management needs well in order.  

You'll notice the difference! 

You've made the right choice! 

Enjoy peace of mind!