Your Future is Now

Rafeeza Khan, MBA - Investment Advisor, iA Private Wealth Inc.

Because We Care

Our team is devoted to understanding your exact situation to specifically personalize our services to plan for your future.

Adaptive

Our team provides a variety of products and services to navigate your financial future.

Intuitive

Personal finance should not be complicated. We have a proven system to help you focus on the right things at the right times.

Goal-Oriented

Our wealth management process will guide you towards your unique life goals, whatever those may be.

Create a Plan

Creating a wealth plan is easier than you may think! Our thorough consultation process helps you identify your financial needs and create a comprehensive personal plan. Often times the thought of investing seems complex and demanding. However, a clear plan and professional advice makes it both accessible and understandable.

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Identify New Ways to Maximize Your Wealth

There may be more opportunities for growing your wealth than you previously thought. We can help reveal these different possibilities.

Plan Your Life Events

Often times the most exciting life events include some substantial costs. We can help you work toward your financial goals, whether it’s planning your wedding, retirement, or education.

Take Control

Taking control of your finances allows you to govern your future. It pays to know you’ll be prepared for what’s coming next.

Passively Expand Your Wealth

A sound financial plan allows your wealth to expand without having to worry. Why not make your money work for you?

Learn About Our Services

Why choose us? Discover what we can do for you and how we can help you.

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Link to CIRO Report Know Your Advisor: Advisor Report

© 2021. All rights reserved. Rafeeza Khan, MBA | Investment Advisor, iA Private Wealth Inc., Insurance Advisor, iA Private Wealth Insurance.

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.

*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.