Risk Management 




Risk Managment & Tax Minimization


Risk management is always in mind. We strive to assist in protecting yourself and your dependents in the event of death, disability, or critical illness. 


Tax minimization is considered in ways of efficient investments. invesment decisions are made based off of investment vehicle being used and client need dependent. We are able to implement tax strategies to assist the client however, tax specialists are recommended. 



*iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. 

 iA Private Wealth Inc. is member of the Canadian Investor Protection Fund and the Investment Industry

**ThinkWise Wealth Management Inc. is a personal trade name and corporation of Candace Loughran

^Insurance products and services are offered through (Life licensed Corporation/Trade Name), 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.

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Get in touch with us today!


We’re only a quick phone call or email away.

Why not drop us a line?


phone icon Toll Free: 1-844-799-4595  |  Local: 226-647-4595
email icon Email: [email protected]




Candace & Pat