Comox Valley Infinity Wealth
Our service commitment to you.
Always Available
We want to meet with you often.
We are always available to take your call and meet with you, your friends or your family. Few investment advisors are willing to meet with their clients as often as we do.
Tailored plans
Every situation is different.
No two clients are the same, so we won’t treat you like you are. Individual investment plans and advice are a part of each client experience.
Flexible Scheduling
We WANT to see you.
While annual reviews are appropriate for some clients, we prefer to meet on a quarterly or semi-annual basis as a minimum to review your accounts.
Many Options
Investment vehicles to suit you.
We have more investment options than your bank and are willing to learn about what you want to invest in, while maintaining positive growth on your accounts.
Transparency
Information on fees and commissions.
We want you to know exactly how much our service to you is worth, and for you to understand how much that is. We disclose fees on all trading documents for your convenience and comfort.
Insurance*
An important part of your financial plan.
Insurance is a very important and often overlooked part of your overall financial plan. We have a life insurance* agent in house ready to meet with you and discuss your insurance options.
* Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
OUR BUSINESS EXPLAINED
We are brokered through iA Private Wealth. This has provided us with many different investment opportunities. We are not subject to selling any one product from any bank, and this means that you have a diverse range of products available to you in order to help maximize growth and individual preference.
Through Comox Valley Infinity Wealth, you are able to invest in a large range of mutual funds, stocks, GICs, ETFs and bonds. Visit our FAQ page or definitions page for more details.
∞ ACCOUNT TYPES
Through the use of different investment vehicles and account types, we can ensure that your money is in the right place for it to work for you.
Our main account types are: RRSP, TFSA, RRIF, Open investment accounts, US dollar investment accounts and RESP.
We can also handle your RDSP, Pension Plans, Locked-In accounts and non-individual accounts such as open investment accounts for your business, corporation, charity or other.
For a more comprehensive explanation of what account types we can handle for you, please contact us by email or phone.
∞ LIFE INSURANCE*
A financial plan is not complete without insurance options. Our life insurance agent will meet with you to discuss which insurance options are best for you, while keeping in mind the coverage you need and what you can afford to pay.
We offer life, critical illness and disability insurance through Canada Life, Industrial Alliance, Equitable Life, Sunlife, Manulife and Empire Life.
∞ FINANCIAL PLANNING
Detailed analysis that is right for your individual needs. Additional financial planning through iA Private Wealth financial planners is available.
Estate planning is an important part of your overall financial plan and is not one that we tend to forget. We want to help you create your Will, Power of Attorney documents, and Estate plan. We can have this done for you in our office to provide maximum convenience to you. Keeping all these items together in one place will provide a seamless experience for your Executors.
* Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Additional Tools
Quick third-party links for tools that we offer in conjunction with our services.
Clicking the link above will take you to a third party website where you can access information and products and services provided by such third parties, and not iA Private Wealth. iA Private Wealth neither endorses nor approves, nor is liable in any way for such third party websites, information, or products and services.
Contact Us
Please use the form below for any inquiries.