YOU - Planning for life and every stage along the way, including tax efficiency, retirement and estate
CHILDREN - RESPs (Registered Education Savings Plans), Trust Accounts, Special Circumstances
PARENTS - Wills, Powers of Attorney, Trusts, Long Term Care
HOME - First Home Savings Account, Home Buyers Plan or referral to our mortgage specialist for preferred rates and flexible options
PROTECTION - Insurance* to cover you, your family, your business, your trips and your savings
BUSINESS - Holding Companies, Income Splitting, Tax Strategies, Key Person Insurance
PROFESSIONAL NETWORK - Access to our trusted team of banking, accounting and legal professionals for all of your life needs
*Insurance products and services are offered through Frost Wealth Management Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 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 Inc., 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. Insurance products provided through [iA Private Wealth Insurance / iA Private Wealth Insurance Agency] Frost Wealth Management is a personal trade name of Greg Frost. Mortgage services provided by referral.
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