Blue Oceans Private Wealth | iA Private Wealth | Award Winning Wealth Management
Total Wealth Solutions
Providing you with peace of mind.
A Full Range of Financial Solutions
We are uniquely positioned to develop a total wealth plan for you that translates your dreams into a tangible financial roadmap.
We offer:
- A wide range of financial products and solutions.
- Full fee transparency and disclosure so you can gauge value.
- Customized investment planning based on research and analysis.
- Timely execution of trades that capitalize on market opportunities.
- 24/7 access to your accounts through the iA Private Wealth online portal.
A Full Range of Financial Solutions
We are uniquely positioned to develop a total wealth plan for you that translates your dreams into a tangible financial roadmap.
We offer:
- A wide range of financial products and solutions.
- Full fee transparency and disclosure so you can gauge value.
- Customized investment planning based on research and analysis.
- Timely execution of trades that capitalize on market opportunities.
- 24/7 access to your accounts through the iA Private Wealth online portal.
Retirement Planning
This 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. We focus on creating a plan that helps you achieve your goals and enjoy your retirement.
Family Office
A multi-family office, offering integrated planning, investment management, wealth administration and family engagement for business owning families.
Pension Analysis
If you’re close to retirement and wondering how to maximize the value of your employer pension, we offer a thorough pension analysis to help you decide on the best course of action.
Will & Estate Planning
To plan for the preservation and transfer of your assets, we can help you keep an eye on the horizon by understanding your situation and wishes.
Investment Management
A sound approach to investing takes emotion out of the equation and focuses on research-driven results. We gather information about your objectives, attitudes toward risk, return expectations and time horizon, and then determine the best portfolio strategy and investment vehicles for you.
Tax Planning
Through sound investment strategies, we can help reduce the amount you pay in tax every year. An effective tax-minimization strategy can improve the growth rate of your personal net worth and help you achieve financial independence sooner.
Risk Manangement
We take an integrated approach when assessing your needs to develop a risk management plan that addresses all aspects of your life – and all scenarios that could affect your financial well-being.
Business Planning
Our comprehensive business planning services seamlessly integrate your personal and business goals from inception to exit, ensuring a smooth transition and peace of mind.