Our Financial Planning Services

The Right Choice is Your Choice.

When it comes to wealth management, there are as many options available as there are lifestyle choices, and we help our clients find the right financial fit. We take the time to explore these options with you, and give you the information that you need to make financial planning decisions that make you feel comfortable.

Service Image

WEALTH MANAGEMENT

The best financial plan gets your wealth working for you. Invest now and watch your portfolio grow.

LEARN MORE

*INSURANCE PRODUCTS

Life *insurance, and critical illness and disability *insurance are important pieces of a stable financial plan.

LEARN MORE

STOCKS & BONDS

Navigating the world of money management through stocks and bonds can be a tricky task. We can help.

LEARN MORE

Your money management toolbox.

There are as many investment tools as there are strategies, each with its own risks and rewards. We help use the best tools and strategies to build a portfolio with the right balance of both.

  • RRSP, TFSA & OTHER REGISTERED ACCOUNTS
  • STOCKS & BONDS
  • PENSION & RETIREMENT FUND PLANNING
  • LIFE *INSURANCE
  • DISABILITY & CRITICAL ILLNESS INSURANCE
  • MUTUAL FUNDS
  • LONG & SHORT TERM INVESTMENT STRATEGIES

*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

SEE ALL SERVICES
2024 Fall Newsletter

Wealth Builder Fall 2024

October 9, 2024
GO
2024 Summer Newsletter

Wealth Builder Summer 2024

July 31, 2024
GO
winter 2022 newsletter

Wealth Builder Winter 2022

March 11, 2022
Please accept our very best wishes for the year ahead. We hope 2022 is full of health, happy memories and, of course, financial prosperity. If
GO
CHECK OUT THE INSIGHTS

Do you have questions about your financial future?

Get investment advice that fits. It's your plan. Let's get started.


CONTACT US
Footer Logo

401 3301 8th Street E

Saskatoon, Saskatchewan S7H 4K1

Colette.Gerow@iaprivatewealth.ca

1- (306) 385-6255

 

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

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, 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.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception.  iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

CIPF CIRO

Subscribe today.

Stay informed on all of the latest news that we have to offer.

 

*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

× company-icon

To install this Web App in your iPhone/iPad press and then Add to Home Screen .