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Getting the most out of your Wealth & Retirement Plan?

Have over $250k saved for retirement?

 

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​​Replace expensive Mutual Funds. 

Minimize taxation in retirement.

Benefit from a Portfolio Manager vs "financial advisor". 

Use Real Estate in a RSP/RIF to generate income

Generate income with higher interest rates. 

Plan around OAS & CPP.

Avoid Common retiree mistakes.

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                                                and MORE!

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Schedule a review with Bruno Marando, Portfolio Manager and Senior Investment advisor to learn how to :

Blocks
Calendly
Architect at Work

Who should schedule?

  • Individuals approaching or at retirement.

  • Those investing through a bank branch. 

  • Anyone looking for tax minimization strategies. 

  • If you're only invested in Mutual Funds.

  • Families looking to secure their financial future.

  • Anyone interested in wealth management and retirement planning through a Fiduciary.

Contact

Marando Wealth Today

Info

514-227-2700 x 229

bruno.marando@iaprivatewealth.ca

Address

Montreal

​755, boulevard Saint-Jean, Suite 301
Pointe-Claire (Québec) H9R 5M9

Ottawa

260 Hearst Way Suite 400

Kanata, ON K2L 3H1

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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.

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