Our services
Our approach
Throughout your life, and as events unfold, your expectations and financial goals evolve.
Attentive to your needs, we adapt our recommendations to your situation and ensure we propose the solutions that suit you best.
Investment Strategies
The investment strategies we offer are agile — meaning they can easily be revisited quickly whenever you wish, or whenever market conditions require it. It's important that your wealth accompanies you through every stage of your life. Our goal is to optimize returns, seize opportunities, and optimise your financial future.
We invest in harmony with your values and convictions. If you wish, we can select certain investments together based on companies' environmental, social, and governance (ESG) criteria.
Let's build a lasting legacy together, for you and your estate.
Tax strategies
Every business needs tax strategies when a need for liquidity or financing arises, for example.
Tax season is coming — what should you do? How can you withdraw money from your company optimally? Should you incorporate or not? How can you minimize the impact of taxes? We put in place tax strategies to maximize and preserve your net worth.
Disbursement Strategies
Today, with longer life expectancy and advances in healthcare, knowing how to optimize withdrawals has become just as important as accumulating assets. The time comes when you want to start drawing on what you've set aside over the years. Are you the sedentary or the active type? How do you want to enjoy these years? You need a financial strategy that matches your lifestyle — one we review together over the years, to maximize your investments and pass them on to your estate.
A decumulation strategy, tailored to how you plan to live these years ahead and the needs that come with them, lets you live with less stress in the face of the unknown.
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@iagestionprivee.ca
Véronique Kisovec
514 621.2422 / v.kisovec@iagestionprivee.ca
4605 Boul. Lapinière, Bureau 350
Brossard (Quebec)
J4Z 3T5
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