Trusted advisors, tailored advice, personalized service
Look to Prairie Mountain Planning for comprehensive guided financial advice
Prairie Mountain Planning with iA Private Wealth brings together a team of independent advisors, tailored to meet your specific financial needs. Unlike large corporations, we are not concerned with meeting sales goals or promoting certain investments and products. Instead, our independence allows us to focus on and be motivated by the most important consideration—your financial success!
Tax planning
Personalized wealth strategies
Estate planning
Business succession and evaluation
Whether you need help with budgeting, growing a portfolio, tax efficiency, retirement income, estate planning, charitable giving or business succession and evaluation, we have the in-depth knowledge to help you make the right decisions.
“Stop thinking about what your money can buy. Start thinking about what your money can earn.”
— J.L. Collins
Your goals are our goals
Our business has been built entirely on word of mouth—and that’s just how we like it. We are very proud that our main source of business growth is our existing satisfied clientele who refer us to their family, friends and colleagues. The long-term relationships we build with our clients are based on honesty, integrity and trust and this has led to financial success for both our clients and us.
Our approach
We know every client is different and every situation requires a unique strategy. That’s why we’ll never provide a cookie cutter approach. By paying attention to all the details of your financial situation and objectives, we’ll help you implement a personalized plan to meet your specific financial goals—now and in the future.
Holistic wealth management
Your net worth and financial plan are comprised of more than just your investments. There are other factors to consider that may never have occurred to you. With our Wealth Solutions Profile, we analyze all aspects of your life and your unique circumstances so that we can identify your financial strengths, weaknesses and any gaps in your planning. We will work with you to build a holistic wealth plan that fits with your goals, timelines and level of comfort.
Guided financial planning
At Prairie Mountain Planning we will work with you step-by-step to build an in-depth financial plan that meets your unique financial goals and dreams.
Ongoing portfolio rebalancing, advice on tax minimization, strategies for passing wealth to your heirs, and every other aspect of your financial health.
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.
iA legal Privacy Policy : https://ia.ca/privacy-policy
© 2024 Prairie Mountain Planning