Company Description

iA Private Wealth is a reliable financial planning consultancy operating in Kelowna, BC. We provide specialized services to help individuals and businesses achieve their financial goals. Our team of experts is committed to serving clients and ensuring they have access to comprehensive financial planning solutions. Whether you need help with retirement planning, investment management, or estate planning, we are here to assist you. With over a decade of experience in the industry, we have a proven track record of delivering exceptional results. Contact us today at 2508607746 to schedule a consultation and take the first step towards a secure financial future.

Products & Services

investment management ,   Estate Planning ,   retirement planning