We are committed to providing sensible and sustainable asset management solutions for our clients.
Sensible and sustainable asset management
Our duty is to our clients; they always come first.
Our independence is essential to ensure client interest remains our priority.
Our commitment to transparency supports a trust relationship.
Our Process
We need to understand you and what’s important to you. You will also want to get to know us and ask questions. This is potentially the start of a long-term relationship; therefore we need to start it right.
We will ask questions designed for us to gain a deeper understanding of you. We need to know what’s important to you, your various goals & objectives, your assets, liabilities, risk exposures and opportunities.
We will develop a plan that is aligned with your goals and addresses your needs. We will clearly explain and present it to you. We will move towards implementation only once you are comfortable and ready.
We will execute the plan and strategies as agreed upon.
We will maintain regular communication, schedule annual reviews, and monitor your portfolio.
Our Team
Adrian Van Hooydonk,
CIM®, FCSI®
Senior Investment Advisor
iA Private Wealth
Insurance Advisor
iA Private Wealth Insurance*
iA Private Wealth
Insurance Advisor
iA Private Wealth Insurance*
Get a Call Back
If you need to speak to us about a general query fill in the form to the right and we will call you back within the same working day
Latest From News
View All
Staying the Course is Critical
To date, 2022 has proven a challenging investment environment, but the global...
Russian Roulette with Ukraine
It is unfortunate that we are having to address another negative in...
