We focus on developing comprehensive financial strategies that turn your long-term dreams and goals into reality. With St-Denis | Couture Wealth Management, you can count on:
A broad range of financial products and solutions to maximize your growth opportunities.
Complete transparency and full disclosure of fees.
Customized investment planning based on in-depth, rigorous analysis.
Quick execution of transactions to take advantage of the best investment opportunities
Access to your accounts at any time on the iA Private Wealth online portal.
We offer a range of customized services designed to help you achieve financial stability and growth. With St-Denis | Couture Wealth Management, you can count on:
A good retirement plan leaves nothing to chance. Let us help you prioritize your annual savings goals, optimize your taxes in the short and long term, and preserve your assets to ensure peace of mind for you and your family.
One of the most reliable ways to maximize your financial situation is to always look to reduce the tax burden. Let us show you how we help our clients save through prioritizing annual savings in the right places, positioning their investments in the appropriate accounts, creating a well-thought-out withdrawal plan, utilizing tax-efficient investment products, implementing a tax-efficient compensation strategy, and more.
We assess your needs to create a risk management plan tailored to all aspects of your life and a variety of financial scenarios. In this way, we offer comprehensive solutions to ensure your peace of mind against unforeseen events.
To plan for the preservation and transfer of your assets, we help you look ahead by understanding your situation and wishes. Our strategies protect your wealth and ensure a smooth transition to your heirs, minimizing taxes and legal complications.
Whether you're financing a child's education or returning to school, we can help you understand your options and maximize the value of an RESP. We develop strategies to achieve your educational goals while optimizing tax benefits.
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.
