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  • About Us
  • How We Help
    • Protecting Your Family
    • Investments
    • Retirement
    • Income Taxes
    • Your Child’s Education
    • Your Legacy
    • Running a Business
  • What We Do
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • Life Stages
    • Starting Out
    • Young Family
    • Established Family
    • Retiree
    • Single
  • E-Newsletter
  • Resources
    • Calculators
    • Financial Library
    • Government Sites & Forms
    • Life Planning
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logo
  • About Us
  • How We Help
    • Protecting Your Family
    • Investments
    • Retirement
    • Income Taxes
    • Your Child’s Education
    • Your Legacy
    • Running a Business
  • What We Do
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • Life Stages
    • Starting Out
    • Young Family
    • Established Family
    • Retiree
    • Single
  • E-Newsletter
  • Resources
    • Calculators
    • Financial Library
    • Government Sites & Forms
    • Life Planning
  • About Us
  • How We Help
    • Protecting Your Family
    • Investments
    • Retirement
    • Income Taxes
    • Your Child’s Education
    • Your Legacy
    • Running a Business
  • What We Do
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • Life Stages
    • Starting Out
    • Young Family
    • Established Family
    • Retiree
    • Single
  • E-Newsletter
  • Resources
    • Calculators
    • Financial Library
    • Government Sites & Forms
    • Life Planning

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HOW WE HELP

Your Retirement

Your Retirement

After years of living the “rat race”, you are looking…

Established Family

You are more experienced now, your bank…

Retiree

During the last market downturn a few years ago…

HOT TOPICS

  • Estate Planning
    Estate Planning
  • Travel Insurance
    Travel Insurance
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    Retirement Planning
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About Us

We serve individuals, families and businesses in the Campbell River area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Portfolio Analysis
  • *Insurance Analysis
Insurance Disclaimer
*Insurance products are provided through iA Private Wealth Insurance Agency. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
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