AN
INDEPENDENT
INVESTMENT FIRM
Specializing in Wealth Management for Business Owners.
INVESTING
Following in the footsteps of Harvard, Yale & the Canadian Pension Plan - providing you access to 'Alternative Investments'*.
ESTATE & LEGACY
Preparing your assets for the future transfer to the next generation.
EDUCATION
Keeping you informed of the latest trends in the industry, markets and your portfolio.
FOCUS AREAS
RETIREMENT PLANNING
Outlining exactly how to fund your desired retirement lifestyle. Using investments designed specifically for that purpose.
INSURANCE
Using insurance to protect your family now and to transition wealth onto the next generation.
TAX PLANNING
Partnering with your tax professionals to proactively reduce taxes every single year.
OUR VISION
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To work with Canadian business owners who are interested in a better future. A better future for you, your family, your business, and your community. It all starts with a vision of where you would like to be.. and a plan for how your investments can help get you there.
To secure that vision we source products used by the biggest investors. Endowments like Harvard & Yale, even the Canadian Pension Plan. These investments do not trade on the stock market, are less susceptible to fluctuations in the stock market and provide great diversification for our clients.
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Education is a big part of our vision for the future. Educating you on what's happening in the economy, the stock market and how that affects your portfolio. As well as continuously educating our team so we can provide the best guidance possible.
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OUR TEAM
RANDY NOVAK
INVESTMENT ADVISOR
Director, Private Client Group
iA Private Wealth Inc.
INSURANCE ADVISOR
iA Private Wealth Insurance
CODY NOVAK, MBA, CIM
PORTFOLIO MANAGER
iA Private Wealth Inc.
INSURANCE ADVISOR
iA Private Wealth Insurance
CONNOR NOVAK, CIM
PORTFOLIO MANAGER
iA Private Wealth Inc.
INSURANCE ADVISOR
iA Private Wealth Insurance
DYLAN NOVAK
BRANCH ADMINISTRATOR
iA Private Wealth Inc.
OUR RESOURCES
JAMES GAUTHIER, CFA
HEAD OF PRODUCT RESEARCH & OVERSIGHT
iA Private Wealth Inc.
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DAN BURJOSKI, CFP
INSURANCE & ESTATE PLANNING
Burjoski Wealth Advisory Inc.
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OUR CLIENTS
DAVE WIEDRICK
RETIREE
"My father began investing with the Novak family (Randy) many decades ago. When I was in my 20s, I began learning about future financial planning as well. I am now retired and confident of my financial plan. I have always been impressed with the personalized professional service and advice given to us over the years.
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I feel so comfortable putting my finances in their care that now my son and more recently, my grandson (fourth generation) are investing with the Novak family.
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I have no hesitation in recommending their service and look forward to an ongoing relationship. "
CONTACT
NOVAK PRIVATE WEALTH COUNSEL
OUR ADDRESS
Unit 11, 330 West Street, Brantford, ON N3R 7V5
Email: dylan@novakprivatewealth.com
Tel: 519-759-5851
For any general inquiries, please fill in the following contact form:
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth®. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth® representative is not registered.
*Alternative investments are not suitable for all types of investors; please botain independent professional advice, in the context of your particular circumstances