The Financial Coach

 

 

Our team welcomes you to learn more about our Coaching Services, and how we work to help you understand what it takes to achieve your goals and establish your financial future.

The Financial Coach

Trusted, Focused & Committed

The Financial Coach originated from our passion to help people achieve their financial and life planning goals. We have been around for more than 40 years coaching clients with how to maintain a balance between financing their current lifestyle and investing for the one they dream of for their future.

We take a values-based approach when evaluating your situation and design strategies that are specific for you and your loved ones. Our team recognizes not everyone’s circumstances are the same, so we like to spend time talking to you to gain a proper perspective of your life and that of each family member before a unique investment plan is put into place.

“We focus on perspective, not just performance; with clear perspective, everything else falls into line.”

We want the full picture; we want to know everything about you so we can assist you by attempting to create the wealth you need purposefully. Purposeful Wealth and our Deep Simplicity Strategy are two philosophies that are at the root of our investment foundation. We want to invest with the long-term perspective in mind and want to work with you to create your future with intention, simply.

“Our team members care about our clients.”

The Financial Coach Business Principles

We believe….

  • Quiet confidence & peace of mind come from deep simplistic solutions
  • The process & the plan are the foundation to an assured future
  • Managing expectation is an important function of investing
  • We should enjoy life as this is not a dress rehearsal
  • We should always make our future greater than our past
Contact Us

The Financial Coach
iA Private Wealth
3 Gardenvale Road Toronto, Ontario M8Z 4B8
Telephone: 416 236 7200
Toll Free: 1 800 665 6069
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Disclaimer

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.