1. Why work with an Investment Advisor?

A – Advisors are unique, they offer a range of experiences, services and solutions to help your investments grow.  We share a commitment to flexible thinking, dedication and discipline to serve you the best way we can.


  1. What kind of fees do you charge?

A – Fees are negotiable depending on your needs and the complexity of the portfolio.  Do not be fooled when someone says they will not be charging fees.  Fees are still incurred but they are embedded such as in mutual funds and not directly incurred.  Happy to explain in more detail.


  1. Will my investments be locked in?

A – We offer full liquidity.  If funds are required, we can liquidate the investments and on settlement [usually 2-3 days] the funds will be wired to your bank account at no charge from our end.


  1. How often do you meet with clients?

A – Depending on your needs we can decide on how often you wish to meet.


  1. Do you do Wills & POA’s

A – We can advise on the planning stage which you can then take to the lawyer for putting it together and finalizing. We do not do the Wills and Power of Attorneys; however, we work with many lawyers and would refer you to them.


  1. Do you hold investment seminars?

A – Yes, keep checking the website for upcoming events.


  1. Do you have any non-fee accounts?

A – Yes, usually mutual funds, GIC’s and Bonds only accounts.  However, for mutual fund accounts the fees are embedded within the fund and they pay a trailer to the dealer. 


  1. Do you have a minimum account requirement?

A – While we don’t have a minimum account requirement, we would still meet the prospective client to see if there is a good fit.


  1. How do I transfer my account[s] to you?

A – We take care of everything for you after our initial meeting[s] once you have decided to do business with me.  The process is quite simple once all the forms have been signed and can take anywhere from 5-15 business days depending on the relinquishing institution. 



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.