Services
We specialize in helping families, business owners, and corporations grow and preserve their wealth with our comprehensive My Path™, management approach. We work with you to reach goals and dreams, so you can take more time for the things that matter most for you.
Estate Planning
Will Review, Segregated Funds, Other Trusts
Financial Planning
Customized Financial Plans, Budgeting
Retirement Planning
Goals, Dreams, Vacation Properties, Preservation, Timelines, Pension Plan Review
Tax Planning
Tax Review, Income Splitting, TFSA, Interest Deductions
Insurance Planning
Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance
Children's Plans
RESP's, Insurance, Additional Savings Plans
CONTACT
205 - 22314 Fraser Highway
Langley, BC V3A 8M6
Phone: 604-534-6624
Fax: 604-534-6626
Email: krista.olson@evergreenprivatewealth.ca
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 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.
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