Estate & Insurance* Planning

Backed by a network of professionals

Including notaries, accountants, actuaries, fiscalists and lawyers.

Service Overview
TO PROTECT*:
  • Your income (Against unforeseeable life events)
  • Your estate (RRSP Taxation, Real Estate Taxation…etc.)
  • Your legacy (Inheritance)
AND ESTABLISH:
  • Charitable funding strategies and/or foundations
  • Trusts
  • Corporations and/or holding companies
  • Wills, testamentary trusts, powers of attorney and protection mandates

Disclaimer: Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc.

Your Plan. Your Peace of Mind.

Estate planning isn’t just about documents — it’s about clarity, control, and peace of mind. Our team works closely with you to understand your goals, protect* your loved ones, and ensure your legacy is preserved exactly as you intend.

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