Wealth Management

Successful wealth accumulation is a fundamental aspect of attaining your long-term financial objectives. Through employing appropriate strategies and providing expert guidance, we prioritize not only the potential for growth (upside) but also the safeguarding of your investments from downturns. Candace & Pat often encounter clients who acknowledge the volatility of equity/stock markets, yet she would argue that if one were to drop $100 on the ground, they would not simply walk away and abandon it. Losing money is not acceptable to anyone. Hence, our analytical approach to wealth accumulation and the investments we select for our clients is of utmost importance to us.

We possess the necessary licenses to leverage a wide range of investment and insurance products to assist you in achieving long-term wealth accumulation. Individual stocks, ETFs, mutual funds, GICs, and bonds are among the commonly utilized options available to our clients.

*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 Regulatory Organization of Canada.

**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.