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

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. 

 


 

 

Download our introductory guide: 

The Case For Private Investments.

Interested in Private Investments?

OUR TEAM

35.jpg
RANDY NOVAK

INVESTMENT ADVISOR
Director, Private Client Group
iA Private Wealth Inc.

INSURANCE ADVISOR
iA Private Wealth Insurance

40.jpg
CODY NOVAK, MBA, CIM

PORTFOLIO MANAGER

iA Private Wealth Inc.

INSURANCE ADVISOR

iA Private Wealth Insurance

42.jpg
CONNOR NOVAK, CIM

PORTFOLIO MANAGER

iA Private Wealth Inc.

INSURANCE ADVISOR

iA Private Wealth Insurance

Dylan.jpg
DYLAN NOVAK

BRANCH ADMINISTRATOR
iA Private Wealth Inc.
 

OUR RESOURCES

James Gauthier 2018 pic.jpg
JAMES GAUTHIER, CFA

HEAD OF PRODUCT RESEARCH & OVERSIGHT

iA Private Wealth Inc.

Dan-Burjoski.jpg
DAN BURJOSKI, CFP

INSURANCE & ESTATE PLANNING

Burjoski Wealth Advisory Inc.

 

OUR CLIENTS

IMG_20210909_123942_edited.jpg
Paula T test 1.jpeg
Picture1.jpg
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. "

 
 

CONTACT

NOVAK PRIVATE WEALTH COUNSEL

OUR ADDRESS

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

Thanks for submitting!

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