As a Senior Wealth Advisor & Financial Planner, one of the first steps we do in the financial planning process is a needs analysis identifying a client’s investment goals and objectives. Here, we will review your current investment structure for tax efficiency, discuss estate planning wishes, review existing wills, peruse previous tax returns and discuss retirement plans. All this comes first before we can establish a proper investment strategy that meets your specific needs and objectives. Investments should be conducted in a manner that encompasses your personal objectives and goals to ensure proper exposure in the various asset classes, geographical areas and most importantly, within adequate risk levels. Call me at 905-608-2255 ext 222 or toll free at 1-800-428-4472 for a complimentary review of your current financial affairs.We offer comprehensive financial planning services along with several investment and insurance products* including: Traditional Mutual Funds Stocks ETFs GICs, Government Bonds & Treasury Bills Segregated Funds* Wrap & Pooled Funds Insurance: Term, Universal Life & Term to 100* Disability Insurance* Critical Illness Insurance* Long Term Care* Banking: Hi Yield Savings Accounts*Insurance products and services are offered through Runnalls Financial Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.