Are you getting great advice?

 

1.  Do you know the specific dollar amount you need, to retire without financial worries?

2.  For how many years could you maintain your current lifestyle if you experienced a tragic life event?

3.  Have you optimized your retirement income withdrawal strategy so you pay as little in taxes as necessary?

With so much at stake, you deserve an expert by your side.

 

 

We specialize in helping people build and preserve their wealth

Our world has become so complex that it can feel overwhelming trying to figure out what to do and who to trust

We have spent the last 20+ years walking alongside hundreds of people just like you

Let us help you make wise decisions with your money... it's what we do best

Schedule a Meeting

Getting started is simple

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Begin with a conversation
We understand that it's hard to know who to trust with your wealth. That's why the focus of this initial meeting is to get to know one another.
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Create your MAP
After getting clear about what you want to accomplish and why it's important to you, we'll create your Master Action Plan (MAP). Your MAP outlines the optimal steps for you to take to accomplish your priorities.
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Build and preserve your wealth
Through our in-person, twice yearly strategic reviews, we walk alongside you. We continually optimize your situation so you and your family can survive and thrive, no matter what life brings.
Having the right team by your side makes a tremendous difference

Remember, life is not a dress rehearsal.  There are no do-overs

When it comes to financial advice, 'good enough' just isn't good enough

You deserve excellence

Our services

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Investment Advisory
Discover how the combination of our Core & Explore investment approach and our twice yearly strategy sessions can make a significant difference to your portfolio and future.
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Retirement Planning
The greatest risk retirees face is outliving their money. Discover how you can optimize your portfolio and withdrawal strategy so you thrive throughout your entire retirement.
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Insurance Management
Discover how you can build the best wall of protection around the people you love and the assets you've spent a lifetime building.*
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Corporate Planning
Discover how to integrate your corporate and personal planning to maximize the synergies.

A bit about our firm...

What clients like about us

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"... all that gets done, gets done well!"
“Jeremy is very professional and trustworthy. He’s been an effective communicator who has provided us with a sense of security, trust and the knowledge that all that gets done, gets done well!” Kyle Lucas - client since 2011
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"We highly recommend them!"
We have relied on the Fulford's at iA Private Wealth for over 10 years. Their professionalism, keen eye for detail, and desire to help develop our financial portfolio in order for us to plan and live life well has been tremendously beneficial for us. We highly recommend them! Jeff & Nikki Bjorgan - clients since 2006
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"Meeting Jeff was the best decision we have ever made..."
"After years of investing with a major bank, meeting with Jeff was the best decision we have ever made to secure our financial futures." Eric Rensby – client since 2010
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"Jeff has taken the stress out of our investment and retirement planning...."
"Jeff has taken the stress out of our investment and retirement planning. He takes the time to assess our situation thoroughly, listen to our goals and to develop a strategy that we can utilize and track for years to come. We would highly recommend him to anyone." Dr. Dave & Dr. Stacey Grimes - clients since 2000
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“... he treats me like family.”
“I’ve loved working with Jeremy Fulford over the years because I trust him, and he treats me like family.” Dickson Muriithi - client since 2015
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"He has taught me a lot..."
“I have been a client of Jeff Fulford’s for many years. He has taught me a lot about my finances. His knowledge and ongoing education are to his benefit and his clients. He is always concerned with my level of understanding and risk management.... I appreciate Jeff and his staff very much. Jeremy is extremely helpful to me whenever Jeff is unavailable.” Madeline Taylor - client since 2002
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"... we are grateful for his wisdom in navigating our interests in these most tumultuous times."
"We have been with Jeremy since 2007 and he has always made us feel welcome and given us timely attention. Jeremy is proactive in managing our portfolio and always displays care and attention to details. He has earned our trust over the years, and we are grateful for his wisdom in navigating our interests in these most tumultuous times. We would highly recommend Jeremy to any prospective client." Gilles and Lynda Daoust - clients since 2007
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"His service does not stop with your initial visit."
"We were referred to Jeff Fulford when we moved to the Kelowna area. Jeff has helped us to define an investment strategy that fits our current and future goals, as well as, help us to protect those goals through proper insurance planning. Jeff is forthright, honest, and his counsel is very down to earth. His service does not stop with your initial visit. He continually monitors your portfolio, and contacts you with pertinent information. We would recommend Jeff without reservation." Dr. Ken Lawrence & Dr. Susan Medynski – clients since 2002
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"... we have finally found the right advisor for us."
"We are really happy with the advice and service we have received from Jeremy and his team. After working with a few different firms over the years, we have finally found the right advisor for us." Rick and Elia Moffatt - clients since 2020

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 and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. 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, 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.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

* Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc.  Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.