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Serving Duncan and the Cowichan Valley

100 - 321 Coronation Avenue Duncan, BC  (250) 748-3041

Local advice and long-term relationships. A plan built around you.

For over 30 years, our Duncan team has helped our clients make informed decisions about their investments, retirement income, and financial futures. 

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Whether you are just starting your investment journey, building your wealth during peak earning years, looking toward retirement and all the questions that accompany it, or preparing your financial legacy, we can help you put together a plan that fits you.

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Visit us today to see how we can help.

Calendar Pages

2027 calendars are now available - stop by the office and grab yours today!

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Investment Advice

Mutual Funds

Equities

GICs

Bonds

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Insurance Planning *

​Offered through Assured Insurance Services Ltd.

Life Insurance

Disability & CI coverage

Segregated Funds

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Retirement Planning

Make the most of your investments in your retirement years

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Tax Planning

Ensure a sound investment strategy

Estate Planning

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Plan for future generations and ensure that

your estate is set up the way you want it

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iA Private Wealth Inc. 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 not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization

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