Management of your finances requires long-term vision.
Much in the same way corporations have a CEO and CFO, we help our clients to become the CEO of You Inc. We’ll take on the role as your objective CFO to best maximize and optimize your financial well-being, while remaining aware of environmental and socially responsible decisions and investments.
We help you clarify what you want and will make a high-level plan, as your personal CFO, to get you there – much like a corporation would write an environmental and socially responsible business plan.
If you don't know where you want to go, how will you know when you get there? Clarifying your goals that align with your values is step one.
If you don't ask the right questions, you may end up with answers that have no significance. We know the most important questions to ask that lead to a solid strategy.
Discerning what information is valuable and what muddies the water is a skill. We can help sort through the noise and bring the best information to the table so that outcomes match your goals.
An unwritten strategy is just a wish. With a concrete plan in writing, you not only create momentum toward results, but you also keep everyone involved with your financial planning on track to success.
2305 Golf Club Road,
Hannon,
ON L0R 1P0
brett.harrington@iaprivatewealth.ca
905-536-3606
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DISCLAIMER: iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 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.
*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.
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