Our Services Landscape
- Investment Advisory and Wealth Management
- Retirement Planning
- Education Planning
- Risk Management
- Tax Planning
- Debt Services and Cash Management
- Estate Planning
Accureta Wealth Management™, iA Private Wealth is a full-service, boutique wealth management and financial planning team dedicated to provide superior wealth management knowledge for our clients over their entire lifetime. Keeping in place all of the unique pieces of your wealth planning puzzle are how we ensure that you achieve your goals. “As an independent wealth management firm, we guide our clients, helping them to preserve and grow their wealth over multiple generations. We focus on advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping our clients pass on a legacy to their loved ones”
Passionate and experienced professional Investment advisors dedicated to helping clients achieve their financial dreams.
OUR GOAL : YOUR FINANCIAL WELL BEING
Delivering services through Prudence and Care, a Fiduciary with solid process & Seamless Execution
Comprehensive wealth planning is how we describe as the process of creating strategies to meet your life goals. Covering the whole process we separate the parts in : Financial Management, Investment Planning, Risk Management, Tax Planning, Retirement Planning, and Estate Planning. Each component covers an aspect separately to run the process smoothly, but in reality these components are inextricably connected. Thus, our recommendations always consider that fact, which differentiates the work we do from most financial advisors.
Naveen Kumar, CFA, MBA
Accureta Wealth Management™ | iA Private Wealth
Insurance Advisor* | Accureta Wealth Inc.
Sussex Centre, 50 Burnhamthorpe Road West, Suite 401 Mississauga, ON L5B 3C2
T: 647-200-5204 | M: 647-720-8883 | F: 905-232-8839
firstname.lastname@example.org | www.accuretawealth.com
*Insurance products and services are offered through Accureta Wealth Inc, an independent and separate company from iA Private Wealth Inc. Only services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.