AN
INDEPENDENT
INVESTMENT TEAM
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.
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.
OUR TEAM
RANDY NOVAK
SENIOR WEALTH ADVISOR
iA Private Wealth Inc.
INSURANCE ADVISOR*
iA Private Wealth Insurance
CODY NOVAK, MBA, CIM®
SENIOR PORTFOLIO MANAGER
iA Private Wealth Inc.
INSURANCE ADVISOR*
iA Private Wealth Insurance
CONNOR NOVAK, CIM®
SENIOR 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.
DAN BURJOSKI, CFP
INSURANCE & ESTATE PLANNING
Burjoski Wealth Advisory Inc.
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:
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.