Transparency that Matters, Personalized Advice that Lasts
Customized financial services that help Canadians get ahead.
When Can I Retire?
How Much Life Insurance Do I Need?
How Suitable is My Investment Portfolio?
Does my Business Have an Adequate Group Benefits Plan?
The Qopia Advantage
Planning That Works for Your Lifestyle
In volatile times, having visibility into your financial picture helps you plan for bumps along the road. We help you see the whole picture.
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Investment Management
There is no such thing as one-size-fits-all investing. How does your portfolio align with your goals?
02
Financial Planning
What does your long-term plan look like, and are you prepared for retirement?
03
Insurance & Estate Planning
How well do your insurance and medical benefits protect you and your loved ones?
04
Group Benefits
Benefits packages, health and wellness accounts, groups RSPs, and executive compensation plans.
The Qopia Difference
Our Expertise,
Your Financial Plan
The asset list of today is more diverse than ever. From bitcoin to diversified ETFs, our plans leverage the financial instruments most appropriate for your goals.
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Core Investments
Public Equity
Private Debt
Public Debt
Private Real Estate
Liquid Alternative Investments
Tactical Investments
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Tactical Investments
Smart investments tailored to market conditions
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Tools from the Experts
Financial Tools & Resources
We have created several case studies and tools to help you, as well as a regularly updated blog that explores personal finance, investing, tax planning, insurance, and more.
Latest Posts
Resources
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
