Start Your Retirement
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Our Wealth Solutions
What We Do
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Retirement Income Management
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Our retirement income management services help you optimize income streams in retirement. Our team uses a variety of strategies, including income diversification, investment management, and tax planning, to ensure you receive a steady and sustainable income throughout your retirement years.
Tax Minimization
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Our tax minimization services help clients reduce their tax liability and optimize their tax strategy. We leverage various tax planning strategies, such as tax-efficient investments and charitable giving, to help clients minimize their income tax burden.
Investment Management Oversight
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Blue Oceans Private Wealth oversees the management of client portfolios to meet individual family goals and offers a unique blend of traditional and alternative asset classes, such as bonds and equities, which can grow wealth and protect capital against the affects of inflation.
Wealth Administration
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Blue Oceans Private Wealth streamlines wealth administration to help ensure that your family is organized and always in control, and we make it simple to access information to help inform and guide decision-making.
Estate Planning
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Our estate planning services help you protect and distribute your assets, such as property, according to your wishes.
Integrated Planning
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Our team identifies priority issues, maps out a game plan, and develops solutions to meet your family’s financial objectives.
What You Get
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- Detailed retirement roadmap updated annually
- Dedicated Wealth Advisor
- iA Private Wealth is a member of the Canadian Investor Protection Fund
- Quarterly Portfolio Update Meetings
- Annual Tax Review
- Annual Estate Review
- In-Person and Remote Meetings Available
- Unlimited Personal & Business Investment Accounts
- RRSPs, RRIFs, TFSAs, RESPs, RDSPs, Non-Registered and Margin
- 24/7 Online Access
- Timely trade execution that capitalizes on market opportunities
- Award Winning Wealth Management
Start Your Retirement
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