What are the six main planning priorities an iA Private Wealth advisor covers?

✓ Accepted answer

An iA Private Wealth Investment Advisor covers six main planning priorities: investing, saving and borrowing, education planning, tax planning, retirement planning, and insurance planning.

• Investing: Your advisor applies a disciplined, long-term wealth management philosophy that removes emotion from decision-making. They align your portfolio with your specific risk tolerance, return expectations, and time horizon to support retirement and other goals.
• Saving and Borrowing: This priority focuses on establishing clear saving goals that match your life objectives. Your advisor will also develop a tailored debt management strategy to optimize your financial position.
• Education Planning: Whether funding a child’s studies or upgrading your own credentials, your advisor helps maximize the value of Registered Education Savings Plans (RESPs) and clarifies your available options.
• Tax Planning: A thorough assessment of your personal circumstances is conducted to determine the most tax-efficient methods for building and preserving your wealth over time.
• Retirement Planning: Your advisor designs a comprehensive strategy to ensure your retirement goals are met, focusing on sustainable income generation and long-term financial security.
• Insurance Planning: This area covers risk management and protection, ensuring that unexpected events do not derail your overall financial roadmap. Note that while US and UK clients operate under different regulatory frameworks, the core principle of holistic, unbiased advice remains central to this service model.

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