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Working with Financial Documents

For a chance to win a $250 gift card*

Book an Investment Portfolio Review 

A results driven review process

Our investment portfolio review service is the perfect way to take control of your finances. We provide a free, comprehensive review of your investment portfolio and your overall financial situation. Our team of professionals will assess your current portfolio and provide advice and recommendations to help you reach your financial goals.

Call: 250-586-1332
Email: devon.ethier@iaprivatewealth.ca

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*No purchase required, one (1) $250.00 Visa gift card to be won. Current iA Private Wealth clients excluded. Review appointment to be completed before the draw date, October 2, 2023. Skill testing question is required.

Full contest details: www.carolplaisier.com/contestrules

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Important Disclosures

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.

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