is a financial services office established in the National Capital Region (Ottawa- Gatineau) and advising clients nationwide since 1990.
Our goal is to provide tailored solutions to meet your needs, such as our financial planning options and our exclusive tax-efficient wealth management systems.
Whether you are an entrepreneur, a professional, an agricultural entrepreneur, a retired person or the person responsible to manage family assets, our role is to develop an investment strategy that will reduce your taxes, grow your financial assets and even preserve and/or enhance the value of your estate for future generations.
With our turnkey Family Office approach, our seasoned team collaborates with external professionals, thus allowing us to manage all aspects of the family patrimony and business transfer, notably with regards to investment, succession and retirement planning. Our mutual funds portfolio managers are carefully selected and assigned to you according to your specific needs.
A Major Partner at Your Service
Your Private CFO® is part of the iA Private Wealth network, one of the country’s leading wealth management firms. With our affiliation, we have direct access to the unique knowledge of iAPW’s array of professionals with regards to investments (titles, fixed income products, investment funds) and economics. We can therefore extend this advantage to our clients in the form of reports, conference calls and webcasts.
Your relationship with IA Private Wealth is mutually beneficial. As our service offering is more stable and flexible—in addition to benefiting from our team’s in-depth knowledge—our clients can take advantage of the vast resources available from our dealer, iA Private Wealth Inc. (iAPW).
Long-term Relationships Built on Trust
Developing a close relationship with our clients enables us to successful contribute to their financial future. It is for this reason that today, our clients recommend us wholeheartedly to their children and grandchildren. For the past thirty years, we have been developing this type of relationship with our clients; a relationship founded on trust.