About
Our mission: To help individuals and businesses build and preserve their wealth, grow their assets, and pass on the benefits to their estate.
We take the time to regularly discuss and review your financial goals with you, so that they stay closely aligned with your reality. We also make sure that you understand and are comfortable with the personalized strategies we suggest to help you achieve your goals.
Why Trust Wealth Distinction with Your Wealth Management?
We have full latitude.
We do not prioritize any proprietary products, and we have complete latitude and freedom to act in your best interest. It's also a matter of integrity.
Listening
Everything begins with our commitment to truly understanding your needs, as well as your dreams and aspirations. Every person is unique, and it's about you.
By taking the time to get to know you and maintaining regular contact, we make sure our strategies stay relevant, adapting them as time passes and as your life evolves.
Compassion
More than money, it's about you — your present, your future. This is reflected in our relationships, which we want to be transparent and genuine.
We want to help you build your financial literacy so that you can appreciate and embrace the strategies we propose, and feel freer and more in control of your finances.
Performance
Every strategy is built to specifically address your personal goals.
We move beyond the traditional, well-worn paths to develop creative, tailor-made strategies, and we are constantly searching for new opportunities for our clients; this is an integral part of our culture.
Ethics
Aware of the importance of our work, we hold ourselves to rigorously high standards of integrity and governance that we have set for ourselves.
With the goal of better guiding you toward investments that respect environmental, social, and governance (ESG) factors within companies.
Investment
The investment strategies we offer are agile — meaning they can easily be revisited quickly whenever you wish, or whenever market conditions require it.
Taxation
Every business needs tax strategies when a need for liquidity or financing arises, for example.
Disbursement
Today, with longer life expectancy and advances in healthcare, knowing how to optimize withdrawals has become just as important as accumulating assets.
iA Private Wealth Management Inc. is a member of the Canadian Investor Protection Fund and the Investment Regulatory Organization of Canada. iA Private Wealth Management is a trademark and another name under which iA Private Wealth Management Inc. does business. This is not an official website or publication of iA Private Wealth Management Inc., and the information and opinions presented do not necessarily reflect the views of iA Private Wealth Management Inc. The information contained on this website is derived from various sources believed to be reliable, but iA Private Wealth Management Inc., its affiliates, employees, agents, or any other person make no representations or warranties, express or implied, as to its accuracy or completeness. Furthermore, this website is provided for informational purposes only and should not be construed as an offer or solicitation to buy or sell securities. The information contained herein may not be applicable to all types of investors. The investment advisor can only open accounts in the provinces where they are registered. Products and services provided by third parties, including those offered through referrals, are entirely independent of those provided by iA Wealth Management Inc. Products offered directly through iA Private Wealth Management are covered by the Canadian Investor Protection Fund, subject to certain exceptions. iA Private Wealth Management Inc. does not guarantee the quality, reliability, or accuracy of third-party products or services. Please speak to your advisor if you have any questions.
Heritage Distinction
Our Mission: To support individuals and businesses in the growth and preservation of their assets, to maintain their assets and to enhance their value.
Quick links
Contact details
Brian Gagné
514 292.6694 / b.gagne@distinctionpatrimoine.ca
Véronique Kisovec
514 621.2422 / v.kisovec@distinctionpatrimoine.ca
4605 Boul. Lapinière, Bureau 350
Brossard (Quebec)
J4Z 3T5
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