EXPERTISE REDEFINED
The advice you need. The service you deserve.
We don’t sell products. We build plans that bridge the gap between where you are and where you intend to be. Professional stewardship for the discerning individual.
SERVICE SPOTLIGHT
Wealth Management
Planning for one life event at a time leaves too many gaps. Our wealth management process looks at the whole picture, your assets, your income, your debts, your timeline, and your aspirations, and builds a portfolio strategy that accounts for all of it. We specialize in sophisticated wealth management for high-net-worth clients, including professionals with complex income structures like incorporated physicians, executives, and senior executives in Northern Ontario.
High-net-worth focus
Customized portfolio management.
Complex income structures
Strategic navigation of multifaceted compensation and offshore entities.
Rooted in the North
Our team is focused on portfolio management based in Northern Ontario
Financial planning
Life changes. Your financial plan needs to change with it. We create living, breathing financial plans, not documents that sit in a drawer. From your first meeting to your retirement and beyond, we revisit, revise, and refine your plan as your life evolves.
Whether you’re navigating a divorce, an inheritance, a major purchase, a career change, or approaching retirement, we are the steady hand that keeps your financial life on track.
PHASE 01
DISCOVERY
Deep audit of current fiscal standing.
PHASE 02
ARCHITECTURE
Modeling tax-efficient roadmaps.
PROTECTIVE MEASURES
Risk Management & Insurance
The most overlooked part of any financial plan is the “what if.” What if you’re unable to work? What if a critical illness disrupts your income? What if the unexpected happens? We build risk management strategies that protect what you’ve built. including disability insurance, critical illness coverage, and life insurance solutions tailored for professionals who can’t afford a gap in their financial foundation. Insurance products and services are offered through Horizon Partners Ltd., independent from iA Private Wealth Inc.
Estate Liquidity
Ensuring tax obligations don't compromise your heritage holdings.
Liability Audit
Comprehensive review of personal and corporate vulnerability points.
Pension & Group Benefits
Your employees are your greatest asset. We help employers across Northern Ontario design and implement group benefits and retirement savings plans that attract top talent and demonstrate your commitment to their future.
Corporate Retention
Designing benefit tiers that attract and retain elite leadership talent.
Pension Governance
Compliance-first management of institutional retirement schemes.
Wellness Strategies
Integrating mental and physical health support into fiscal packages.
FINANCING
Mortgage Services
As part of our commitment to delivering comprehensive financial guidance, we connect clients with a trusted network of strategic mortgage specialists.
While we do not provide mortgage services directly, we work closely with experienced lending professionals who understand the complexities of high-net-worth financial planning, investment properties, business ownership, and customized financing solutions.
Our role is to ensure you are introduced to the right professionals who align with your financial strategy and long-term goals — providing a seamless and coordinated client experience.
Who we work with
Specialized advisory for distinct professional paths.
Physicians
Specialized strategies for medical professionals with complex corporate and income structures.
Executives
Strategic financial planning for executives and senior professionals.
Professional Women
Navigating complex intersections of career growth, family wealth, and legacy planning.
Business Owners
Strategic planning for growth, corporate succession, and tax-efficient exits.
Retirees
Designing sustainable income plans that ensure lifestyle security and multi-generational legacy.
High-Net-Worth
Concierge-level wealth management tailored for the families of Northern Ontario.