Reimagine your Financial life.
Our wealth management team is focused on preserving and enhancing our clients’ financial lives. Our collaborative process coordinates your unique priorities and challenges with tailored solutions. We seek to engage only those relationships where we believe we can add tremendous value.
Change is inevitable, both in the markets and in our clients’ lives. At Reimagine Wealth Management, iA Private Wealth, our response to change remains steadfast – we adapt, and apply our years of experience with an eye on the future. To reimagine your wealth is to develop confidence in your financial future. We can’t wait to show you how!
Our Commitment
As your Investment Advisors, we have a very strong appreciation of the importance of being the stewards of your family and your business’ financial future.
We consider it our privilege to partner with you to help you achieve clarity on what you want to achieve and put into play a plan on how to get there.
Our clients are your neighbours. They are hardworking, family oriented professionals, retirees and business or farm owners who want to make a difference in this world.
They seek professional guidance and advice so they are free to chase their dreams. We offer our services to families in the GVRD and Shuswap area as these are the two neighbourhoods we live in.
“We are not afraid to challenge conventional thinking.”
Investment risk happens fast. We embrace innovation and the power of technology to help guide our clients through the ever changing and challenging investment markets. We apply the same thinking to our advanced financial planning.
Our Wealth Management practice is all about you, your family and your business. It’s creative, productive and accountable.
As you progress through life, your financial needs will evolve. Our planning process will help you through each phase of your life with confidence. We take the time to learn about your priorities, and your goals. Our expertise lies in developing a financial plan and investment portfolio that captures your uniqueness.
Our process addresses your advanced planning needs in a manner that is coordinated with a team of specialized professionals. We oversee the entire process to ensure our clients make smart decisions about money that are: enhanced with proper tax strategies, protected by risk management strategies, preserved through legacy planning and provide greater impact through charitable gifting strategies.
