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It Can Be a Long Road
to Financial Independence.

Let us help you stay between the lines.

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You need a plan.
And the right team to help you execute it.

As your trusted navigators, we bring a comprehensive perspective to guide you along your entire financial journey.

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Through discretionary management, we don't just point the way, we proactively manage your investments and plan, freeing you from daily concerns and allowing you to focus on what matters most. 

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We ensure every turn and every mile moves you closer to your goals. Partner with us and have the confidence you are always heading in the right direction. No matter what lies on the road ahead. 

$555M

Assets Under Management

Built on lasting relationships

and shared success. 

Reflects total assets entrusted to our team as of August, 2026.

39

combined years of expertise

Decades of financial

experience at your service.

Refers to cumulative industry tenure of all members of our advisory team.

18.9%

average annual return

A track record built on

strategy, not speculation.

Past performance is not indicative

of future results.

We’ve known Steve for close to 12 years, and in that time, he’s gone above and beyond our expectations. We’ve learned that he not only has a vast knowledge of financial planning but also great insight into other business-related factors, such as tax guidelines, that positively impact your plan.

We are 100% confident in Steve’s ability to handle our finances and appreciate how well he has tailored a plan to our life situation. As a result, we’ve been able to enter into our retirement phase five years earlier than expected.

Steve stays on top of things, and we appreciate all the time he dedicates to all areas of our portfolio. He is a pleasure to work with. We don’t ever regret moving our financial portfolio for him to handle; our only regret is not doing it sooner

Dave & Gail, Retired

Meet the Team

Contact Us

Phone: (587)-285-3340

Fax: (587)-285-3342

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Address: 10202B 100 Avenue

Fort Saskatchewan, AB T8L 1Y8

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Know Your Advisor

Privacy Policy

Accessibility

iA Private is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does notwarrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
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. 
This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently. 

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