Just like a traditional family office, we work closely with you to understand your unique goals, whether it’s saving for retirement, growing your investments, or planning for your children’s education. Our team of advisors offers personalized, long-term strategies to align your financial decisions with your life goals, no matter your starting point.

Regardless of your current net worth, you have access to top-tier professionals. Through our network, we connect you with industry professionals such as tax advisors, estate planners, and legal experts to ensure every aspect of your wealth is managed with precision and care. Whether you need help minimizing taxes, structuring your estate, or planning for future generations, our team provides the knowledge and experience you need.

Our financial advisors have access to exclusive investment products traditionally reserved for the ultra-wealthy, including public and private equity, alternative investments, and personalized insurance strategies. These opportunities are now available to clients who want to diversify their portfolio and take advantage of growth opportunities that go beyond standard investment options.

We take a holistic approach to your wealth life. This means going beyond just investments to help you with debt management, insurance, retirement planning, ESG investing and even philanthropy if that’s a passion of yours. Our approach ensures that every aspect of your financial life is working in harmony, and you have a single point of contact to guide you through complex decisions.

With the help of our external professionals, we’ll craft tax-efficient strategies that help maximize your returns and minimize liabilities. We also assist in creating estate plans that ensure your legacy is passed on in the most effective way, aligning with your family’s values and goals for the future.

We believe that financial literacy is key to long-term success. That’s why also focus on educating families, so all members understand their financial plans, making sure everyone is on the same page regarding their wealth management. This intergenerational education seminars fosters smarter decision-making for years to come.

With our personalized “family office” approach, you get the same level of attention, care, and customization that high-net-worth families receive—but tailored to your needs. No cookie-cutter solutions here—our advisors provide individualized strategies based on your specific financial situation and objectives.

Unlike other financial institutions confined to a limited product catalog, our accredited advisors work independently and have the certification, training, skills and experience to help build and maintain your wealth plan.

IA Private Wealth advisors are required to comply with the requirements of CIRO, securities laws and regulations to ensure best business practices in the industry including internal control procedures and confidentiality.

We believe in the power of connections. Our clients enjoy access to exclusive social events where you can meet like-minded individuals, industry experts, and thought leaders. These events provide opportunities for networking, learning, and growing both personally and professionally, while fostering a sense of community among clients.

Our approach goes beyond just managing your money—we’re committed to building and supporting a strong financial community. We collaborate with local product suppliers, city venues, lifestyle services, host charitable events, and educational sessions aimed at giving back and helping clients learn, share, and grow, ensuring that your financial success also contributes to the well-being of our community.

Continuous collaboration and training mean our advisors are always equipped with the latest knowledge and resource to guide you through the evolving financial landscapes.