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HOW WE HELP

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…

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Estate Planning
Estate Planning
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Travel Insurance
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Retirement Planning
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Eldercare
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Wills

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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:

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*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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