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Services

Investments

We provide a range of investment products which are selected based on your unique needs. By understanding your specific situation we create a personalized investment portfolio. We use mutual funds, stocks, bonds, GICs, and more.

Insurance

We offer a range of insurance services which include life insurance, disability, illness and more. These services help you manage unforeseen events by protecting your wealth and by providing money when needed. Insurance products provided through iA Private Wealth Insurance.

Tax Planning

We can help you plan effective taxation strategies to help minimize its impact. We use a holistic approach which incorporates many factors including projected withdrawals, residency, and more. We also offer income tax services for our clients.

Education Planning

Setting aside some money for you and your family’s educations is often an important goal. We use a combinations of strategies including registered accounts (RESP) and various investment products to ensure your family is properly prepared.

Retirement Planning

Having a retirement plan makes the process much more enjoyable. This includes determining the timeline of your contributions, what products are most suitable to invest in, as well as your projected withdrawals. We use certain accounts (RRSP) for tax considerations and can provide insurance options.

Debt Management

A financial plan can provide different strategies if you’re in a difficult financial situation. You’d be surprised how much it can help.

Service List

  • Investment Products: Mutual Funds, Stocks, Bonds
  • Guaranteed Investments: GIC, Deposit accounts, Annuities
  • Registered Savings Accounts: RRSP, RRIF/LIF, RESPs, TFSA, RDSP
  • Estate Planning, Asset Insurance, Minimizing Tax Liabilities for Heirs
  • Life Insurance, Disability Insurance, Illness Insurance, Long Term Care Insurance*
  • Retirement Planning, Pension Management, Contribution & Withdrawal Plan
  • Tax-Efficient Investments, Tax Minimization Strategies, Tax-Deferred Growth
  • Mortgage Planning. By request through a Strategic Professional. Mortgages provided by referral

Our Promise to You

We make a commitment to act in your best interest. By ensuring that we understand your unique situation, our advise is always aligned and personalize for you. Each one of our clients is greatly important to us and we make sure that they know that.

Unbias Advice

Proven Process

Personalized Approach

Continued Support

Plan For Your Life Events

Planning Your Family’s Education

Having a plan for your child’s education makes it much more affordable. Even modest contributions to a fund will grow exponentially over time. And as always, the earlier you begin contributions the better.

Purchasing Your First Home

A home purchase is often one of the largest purchases you’ll make. Planning for it effectively can make it much more manageable. Proper financing terms, and taking advantages of tax deductions can help. We can incorporate this milestone into your financial plan, just contact us!

Planning Your Retirement

A comprehensive plan will make your retirement stress free and its never too late to start. A little planning in advance goes a long way!

Connect With Us


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© 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.