Philosophy

Our practice is based on a “client centric” approach to individually managing the client’s financial needs according to their current and future requirements. This differs from a “model centric” approach in which the client is integrated into a universal business model and managed collectively in pursuit of a defined objective.

We recognize client needs and comfort levels change as their priorities evolve with each life stage and this is what we seek to address. There are certain common priorities we maintain on behalf of all client accounts, notwithstanding the respective stage, which are the preservation of capital, management of volatility in estate value and the efficient management of estate assets.

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. Monaco Capital Management can open accounts only in the provinces where they are registered.

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.

* Insurance products are provided through iA Private Wealth Insurance, 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.