Accureta Wealth Management™

Accureta Wealth Management™

Financial Services Ca 4 employees
Employees
4
Contacts
1
Emails
1
Phones
1
accuretawealth.com LinkedIn

Accureta Wealth Management™ Overview

Headquarters
Ca
Website
accuretawealth.com
Industry
Financial Services
Employees
4
Founded
2017
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Financial Planning Wealth Management Financial Review Fee Based Portfolio Management Insurance Mortgages Estate Planning Leveraged Investments Group Benefit Services Financial Advisory Investment Management

About Accureta Wealth Management™

At Accureta Wealth Management™, iA Private Wealth, we believe that Canadian's desire to own their own homes, educate their children, save for a comfortable retirement, and, along the way, enjoy a meaningful and vibrant lifestyle, is both reasonable and attainable. Heavy taxation, increasing debt obligations and cash-flow insecurity, however, creates undue stress and uncertainty about their financial futures. Through our tax minimization, investment planning and retirement planning process we partner with our clients to ensure that dreams become reality. And, through the journey, we help provide our clients with clarity and financial well-being. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

Accureta Wealth Management™ Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage
Phone contacts
1
100.0% coverage

Accureta Wealth Management™ Org Chart

Sample employees and titles
Name Title Contact
Naveen Kumar, Cfa, Cfp®, Mba Wealth Advisor at Accureta Wealth
Email Phone

Employees by Management Level

Individual contributor 3 profiles

Department Contact Coverage

Department Contacts Email Phone
General 1 1 1

Accureta Wealth Management™ Tech Stack

Data / AI 1 profile

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