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At Prescient Wealth with iA Private Wealth, we start with you. First to get a general understanding of your needs, identify your biggest financial concerns and analyze your financial history and investment experiences. We then lay out our investment and wealth management process and timeline.
We invest for you as we would invest for ourselves. We show you exactly what we charge and how the fee-based percentage of assets pricing structure aligns our interests with the client's. During our detailed investment process, we go deeper to show you exactly how fees are charged behind every single individual investment selected.
The result is total transparency, trust and recognition of where and how value is being added, all at a fair rate.
We are pleased to take care of your extended family. Keep the whole family together and on the same page through available inter-generational pricing and legacy planning.
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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