We build not just Net Worth, but HighLifeWorth™ for our clients
Welcome
We believe in Active Management of client portfolios using Fundamental, Quantitative and Technical Analysis of markets and securities.
Welcome
We believe in Active Management of client portfolios using Fundamental, Quantitative and Technical Analysis of markets and securities.
In our practice at HighLifeWorth™ Wealth Management / iA Private Wealth, we take an holistic approach to Wealth Management for our Individual and Corporate clients.
Based on our client’s unique financial situation, we use strategies for Wealth Creation, Preservation and Inter-Generational Transfer in a planned and tax efficient manner. We believe in building trusted long term relationship with our clients and their families. Using active investment management strategies, we attempt to minimize risk and thus generate high Risk Adjusted Returns on our client portfolios.
The Portfolio Manager designation offers an enhanced measure of wealth management and requires the highest level of education and experience in the investment industry.
A Portfolio Manager can execute timely trades for all clients, all at once. This ensures everyone benefits equally from market opportunities.
Delegating day-to-day decisions to a Portfolio Manager allows for quick responses to unexpected market moves, better protection of your assets in difficult markets and the ability to take advantage of unforeseen investment opportunities.
Portfolio Manager fees are transparent, based on a percentage of your investments rather than on commissions from high transaction volumes, and may be tax deductible in the case of non-registered accounts.
A Portfolio Manager has access to a broad range of investment choices, including bonds, stocks, mutual funds, ETFs and alternative investments, offering you the best strategies and instruments to grow your wealth.
Certain investment strategies offered by a Portfolio Manager provide you with potential tax advantages that can optimize your accumulation of wealth now and in retirement.
Rooted in an Investment Policy Statement that takes into account your specific needs, a Portfolio Manager follows regulatory standards and a strict investment discipline that offer added security.
In addition to the monthly or quarterly reports required by industry regulations, Portfolio Managers provide supplementary reports that offer consolidated views of all your accounts.
A Portfolio Manager’s fiduciary responsibility means he or she acts with a higher standard of care, honesty and good faith, making investment decisions that are independent, free of bias and always in your best interest.
Our Wealth Solutions
Retirement Planning
We focus on creating a plan that helps you achieve your goals in retirement.
Will & Estate Planning
We can help you plan your legacy by understanding your situation and wishes.
Tax Planning
We can conduct a thorough assessment to determine the most tax-efficient way to build your portfolio.
Risk Management
We can develop a risk management plan that addresses all aspects of your life.
Education Planning
We can help you understand your options and maximize the value of a RESP.
Dedicated to Your Success
Portfolio Manager & Senior Wealth Advisor, HighLifeWorth™ Wealth Management
iA Private Wealth
Insurance Advisor*, High Life Worth Financial Corp.
Associate Wealth Advisor, HighLifeWorth™ Wealth Management
iA Private Wealth
Insurance Advisor*, iA Private Wealth Insurance
Wealth Advisor, HighLifeWorth™ Wealth Management
iA Private Wealth
Insurance Advisor*, Accureta Wealth Inc.
Associate Investment Advisor, HighLifeWorth™ Wealth Management
iA Private Wealth
Insurance Advisor*
L.W. Burns Financial Services Inc.
Insurance Advisor*
LTCI Consulting Inc.
Branch Administrator
Administrative Assistant
Tools & Calculators
We believe in the importance of financial literacy when working towards achieving your financial goals. Please follow the button below to a number of tools and calculators that will help you in your planning journey.
Invested In You
iA Private Wealth is part of iA Financial Group – one of the largest insurance and wealth management firms in Canada. We can help you reach your destination with confidence and peace of mind.