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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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