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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 for transitioning wealth to the next generation.

TAX PLANNING

Partnering with your tax professionals to proactively reduce taxes every single year.

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OUR VISION

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.

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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Download our introductory guide: 

The Case For Private Investments.

Interested in Private Investments?

OUR TEAM

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RANDY NOVAK

SENIOR WEALTH ADVISOR
iA Private Wealth Inc.
INSURANCE ADVISOR
iA Private Wealth Insurance

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CODY NOVAK, MBA, CIM

SENIOR PORTFOLIO MANAGER

iA Private Wealth Inc.

INSURANCE ADVISOR

iA Private Wealth Insurance

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CONNOR NOVAK, CIM

SENIOR PORTFOLIO MANAGER

iA Private Wealth Inc.

INSURANCE ADVISOR

iA Private Wealth Insurance

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DYLAN NOVAK

BRANCH ADMINISTRATOR
iA Private Wealth Inc.
 

OUR RESOURCES

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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.

ADVISORS

OUR CLIENTS

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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.

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.   

I have no hesitation in recommending their service and look forward to an ongoing relationship. "

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CONTACT

NOVAK PRIVATE WEALTH COUNSEL

OUR ADDRESS

For any general inquiries, please fill in the following contact form:

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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.

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