Financial services
insurance plans.
Everyone needs protection from financial loss, especially those who aims to protect the foundation of their legacy. As the oldest form of risk management, insurance plans are primarily used to hedge against the risk of a contingent or uncertain loss. As a part of being our client, we will help you assess the risk on your portfolio and help you mitigate it without unnecessary waste of capital.
Investment plans.
For many, investment plans include only financial products. For others it includes only real-estate or other asset investments. For you, it will be the perfect and customized combination of both worlds. Have your assets managed, protected, and grown along with your well-established retirement plans, tax-free savings, and individual pension plans.
private wealth.
Comprehensive, tailored wealth management solutions for you, your family, and your next generations through iA Private Wealth and other top ranked national networks. Build segregated funds, bonds, stocks into your growing portfolio with us.