Empowering You to Live Your Best Financial Life

At Financial Life Strategies, iA Private Wealth you can expect personalized financial support rooted in trust, compassion, and professional guidance. As our client, you’ll benefit from long-term support, close collaboration, decades of experience, and time-tested strategies. The result? A diverse portfolio that’s as stable as an old-growth forest.

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Cultivating Partnerships With Care

Every stage of life comes with different financial considerations and needs. Whether you’re a young professional saving for your first house, a middle-aged parent trying to save for both retirement and university, or a recent retiree looking for ways to make your money last, it’s important to have a financial plan that helps you save for the future while making the most of today.

Financial Life Strategies works hard to nurture your financial health while keeping you informed every step of the way. We want to empower you to make informed, stress-free decisions that align with your current lifestyle and your long-term goals.

Active Investment Management -
Active Financial Planning

As our client, you’ll enter into a partnership with a team of highly experienced financial planning and wealth management professionals. We believe in supporting your short- and long-term financial wellbeing—and pausing to celebrate every milestone and success along the way.

When you work with us, we’ll:

  • Take time to deeply understand your personal circumstances
  • Carefully create a personalized financial plan designed just for you and your family
  • Include tailored, innovative solutions focused on market alignment and risk management
  • Regularly reassess your plan to make sure it’s still working for you, and adjust when necessary
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Let’s Find Your Path

No matter where you’re headed, we are here to help implement successful risk managed strategies utilizing technology, innovation and care.

1

Get To
Know You

2

Collaboration

3

Implementation

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Let’s Get To Know Each Other

Every great partnership has to start somewhere. Why not take the first step towards creating your financial life strategy?

Find out how we can help.