RISK MANAGEMENT
We manage risks first, returns second. *Insurance is a key component of any financial plan. We cover your blind spots through the following personal or business solutions: • Universal life, term, and whole life • Disability income protection • Critical illness • Long term care • Life and insured annuities • Segregated funds • Group benefits • Business insurance • Succession planning
*Insurance solutions offered through Insurme Inc. Insurme Inc. is an independent and separate company from iA Private Wealth Inc. Only services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
INVESTMENTS
Our team of Portfolio Managers take the emotion out of the equation and rely on a long-term disciplined approach. Your objectives, risk tolerance, return expectations, and time horizon are key factors in helping determine the right plan for you. Our portfolios include Mutual Funds, Equities, Fixed Income, Exchange Traded Funds, and Alternative products
SAVINGS & BORROWING
Being fiscally responsible is the foundation for growing your wealth. We believe in building up our clients' financial confidence and independence through behavioral coaching and education. YourWealth Advisory will coach you into implementing a strategy with the right balance of savings and debt repayment.
RETIREMENT PLANNING
Planning for retirement isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live in this next stage of your life. Our advisors focus on creating a plan that helps you achieve your goals in retirement.
EDUCATION PLANNING
Whether you are currently enrolled or helping fund a child’s education, YourWealth Advisory can help you maximize the value of your savings and contributions while minimizing tax implications.
ESTATE PLANNING
Leave your loved ones with your legacy, not your burdens. At YourWealth Advisory, we maximize inter-generational wealth transfer to your loved ones and charities of choice through tax efficient strategies.
We do not day trade. We do not invest in things we don’t understand. We use a disciplined approach of capital preservation, growth, tax efficiency, and liquidity. We believe in designing simple, efficient and consistently performing portfolios.
