Proven Financial Success
We offer unparalleled investment management, income creation, and asset protection strategies with a focus on exceptional client experiences.
We offer unparalleled investment management, income creation, and asset protection strategies with a focus on exceptional client experiences.
What We Do
Everything we do is in our clients' best interests. Our mission is to provide dependable, holistic financial planning and investment services to hardworking people in Saskatchewan and across Canada.
A financial plan is an overall analysis of your current financial situation.
We can guide you through the planning process to preserve your wealth for loved ones.
We offer in-depth retirement planning that is tailored to our clients' needs and goals.
We utilize a proven investment process that is conservative, reliable, steady, and low-risk.
Life insurance can preserve the financial security of your loved ones should you pass away unexpectedly.
We combine our tax knowledge with your customized financial and retirement income plans.
Business succession planning is determining how you will transfer ownership of your business.
We can create a personalized charitable giving plan that aligns with both your financial goals.
About Us
Our clients are hardworking people, and so are we. Our team works with families, individuals and businesses to identify and achieve their financial goals through conservative, reliable wealth management services.
Living Sky Financial, with iA Private Wealth, is a part of a network of independent Advisors and as such, we have the freedom to choose from a variety of investment options and are able to tailor advice to your specific financial circumstances and goals.
At Living Sky Financial, we want to see you succeed with your financial goals. Any advice provided by our advisors is done with you and your success at the forefront.
We have a great team of support staff available to assist with every inquiry, idea, or worry you may have. Our mission is to provide client support in a timely, professional manner.
FAQ
iA Private Wealth Inc. is one of Canada's leading independent wealth management companies. We are committed to continually raising the bar in the field of investment management and financial planning. With iA Private Wealth Inc., you have access to some of the finest people in the business, who work diligently to provide you the best in financial products and customer service.
We offer sound financial planning advice regarding investments, insurance*, estate planning, pension options, retirement, and general financial matters. A wide variety of investments are available from our office including mutual funds, stocks, bonds, GICs, royalty trusts, and limited partnerships.
We serve individuals, corporations, small businesses, estates, and trusts.
People who have financial, tax, or investment problems, or who simply wish to plan prudently for their financial future will benefit from the services we have to offer. Furthermore, those who desire a higher, more sophisticated level of financial planning than they are receiving from their current advisor will find our programs and our approach appealing.
A financial plan is an overall review of your current financial situation, which takes into account your goals, needs, priorities, and financial objectives. It focuses on such areas as: tax planning, asset management, insurance, estate planning, risk management, education planning, and retirement. A financial plan identifies opportunities and challenges, and recommends ways that you can achieve your financial goals.
No, we do not directly handle legal or tax preparation services in our office. However, we do recommend individuals that specialize in these areas as required or requested by our clients.
We focus on a fundamental approach to investment analysis. We take into account such variables as prevailing economic conditions; specific industry outlook; historical data and performance; strength of company management; earnings growth and potential; as well as any applicable tax benefits. Above all, we attempt to select investments that harmonize well with a client's goals and objectives.
We invest for the long-term, utilizing a disciplined buy-and-hold strategy. Our desire is to increase the wealth of our clients steadily through sensible and prudent methods, not speculation.
Yes, client information will be kept in the strictest of confidence.
Simply contact one of our offices. We would be happy to send you a complimentary introductory kit detailing our team and services.
Testimonials
