Tax Saving Strategies
The more dedicated people you have to support your goals, the more resources you have to help you make confident decisions – without feeling mentally taxed.
Brian brings additional expertise and insight to insurance, planning and tax planning. The quality of his advice rivals that of professional accountants, yet his approach and delivery of solutions are succinct and easy to understand.
By integrating Brian into our overall financial investment services, it creates an environment where professionals challenge one other, which is always in the best interests of the client.
“Brian’s ability to simplify complicated ideas and make clients feel comfortable are what sets him apart in my mind.”
- MARK WALHOUT
“Brian approaches insurance the right way – with a client-first objective and a comprehensive view of an individual’s financial situation.”
- JOSH SHELUK
CFA, CFP, CIM
“Brian’s one of the most revered, well-known, sot-after and go-to experts for trusted advisors and accountants.”
- PETER J. MERRICK
The King of Main Street
(So you can retire worry-free)
iA Private Wealth Inc. is a member of the Canadian Investor Protection Funds and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth Inc. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness.
Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
*Insurance products are offered through Manulife Securities, an independent and separate company from iA Private Wealth Inc. Only products and services offered through PPI® are covered by the Canadian Investor Protection Fund.®
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