• Personal, Family, Trust & Corporate Wealth Management and Consultancy

Wealth Management

Personal, Family, Trust & Corporate Wealth Management and Consultancy

Add value to your assets by calling on Antoine Houde-Caron and his Team of financial and legal specialists. These experienced advisors will put together a winning strategy to help you optimize the return on all your financial assets.

Our Front Line Team

Antoine’s multidisciplinary Team will effectively see to all facets of wealth management. Their ultimate goal is to help you achieve not only your financial goals, but your dreams as well.

This is truly a partnership between you and the Team. After assessing your situation and determining your needs, our Wealth Management Team will propose a financial plan. This plan will reflect both the objectives and values you have expressed. Then, the development of a clear strategy will be combined with a precise, personalized action plan – so that you know exactly what steps are being taken. You will have all the tools to understand the strategy applied to preserve the capital you have accrued, obtain the optimal return on your assets, and turn your portfolio into a financial success. The objective here is to grow your wealth!

Customized Guidance to Increase the Value of Your Wealth

Helping you preserve and grow your assets, Antoine uses a global management approach, complemented by a results-oriented strategy. His Team is made up of experts who, working together, look after the many aspects of your financial health.

This kind of wealth management gives you a global view on your financial situation at all times.

Contact us for more information on our personalized services customized to your wealth management needs:

Tax Planning

Estate Planning

Investments

In any field whatsoever, one is always best served by subject matter experts!  

Antoine Houde-Caron and his Team closely follow market trends and will pick the financial tools most suitable for you based on your objectives and risk tolerance.

In touch with the latest developments in the financial market, they will guide you towards the best choices, always taking into account your risk profile and investment horizon. And you will discover that there are a multitude of investment vehicles available to you!  

  • A broad range of multiples funds from multiples providers
  • Stocks
  • Bonds
  • Closed-end Funds
  • Exchange-Traded Funds (ETFs) and alternative investment funds (for qualified investors)
  • Corporate Class Funds
  • High Interest Savings Accounts
  • Guaranteed Investment Certificates (GICs)
  • Principal Protected Notes (PPNs) and Principal at Risk Notes (PRNs)
  • Personal, spousal or group Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Tax-Free Savings Accounts (TFSA)
  • Registered Education Savings Plan (RESP) and other locked-in plans
  • Margin Accounts
  • Accounts managed by the representative (Managing Representative Program) or separately managed (Masters Private Account Program)

Retirement Planning

It is never too early or too late to prepare for retirement. But what if you could benefit from an optimized and reassuring approach?

Here again, our Team will factor in your performance objectives and investment horizon.

However, they will also make sure to anticipate cashing in, either as a pension plan or a life income fund (LIF). This is part of a well-thought-out tax strategy that will ensure a sufficient cash flow during retirement.

Strategy Development

In all cases, each step that we undertake and each suggested approach takes into account the need to minimize your tax burden and other costs.

Whether an individual pension plan (IPP), a registered or non-registered financial instrument or maybe a banking product would suit you best, we will show you a variety of options to make sure you get what’s best for you.

These options can be reassessed regularly as your financial situation will change over time, as will your expectations and priorities.

Antoine Houde-Caron © Copyright - iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth  Inc. operates. This is not an official website or publication of iA Private Wealth Inc. and the opinions contained herein do not necessarily reflect the opinion of iA Private Wealth Inc. - powered by Enfold WordPress Theme