604-416-1953 cheryl.abbot@iaprivatewealth.ca
Bloom Finance
iA Private Wealth

Our Services

Helping maintain your financial independence.

Our Services

Helping maintain your financial independence.

Services With a Hands-on Approach

We are uniquely positioned to develop a comprehensive plan that translates your long-term dreams and goals into a tangible financial roadmap.

  •  A wide range of financial products and solutions.
  •  Full fee transparency and disclosure so you can gauge value.
  •  Customized investment planning based on in-depth research and analysis.
  •  Timely execution of trades that capitalize on market opportunities.
  • 24/7 access to your accounts through the iA Private Wealth online portal.

Services listed

Retirement Planning

This isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live in this next stage of your life. We focus on creating a plan that helps you achieve your goals and enjoy your retirement.

Risk Management

We take an integrated approach when assessing your needs to develop a risk management plan that addresses all aspects of your life – and all scenarios that could affect your financial well-being.

Investment Management

A sound approach to investing takes emotion out of the equation and focuses on research-driven results. We gather information about your objectives, attitudes toward risk, return expectations and time horizon, and then determine the best portfolio strategy and investment vehicles for you.

Tax Planning

Through sound investment strategies, we can help reduce the amount you pay in tax every year. An effective tax-minimization strategy can improve the growth rate of your personal net worth and help you achieve financial independence sooner.

Estate Planning

To plan for the preservation and transfer of your assets, we can help you keep an eye on the horizon by understanding your situation and wishes.

Education Planning

Whether you’re looking to fund a child’s education or returning to school to upgrade your credentials, we can help you understand your options and maximize the value of a Registered Education Savings Plan (RESP).

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.