Beacon Wealth Partners is a trade name for a team of investment advisors and wealth management professionals affiliated with iA Private Wealth Inc. They offer a holistic approach to financial well-being, specializing in integrated services that include investment management, retirement and estate planning, tax strategies, and insurance solutions. The team leverages the extensive resources, research, and regulatory framework of iA Private Wealth, a major Canadian investment dealer, to serve their clients. Their mission is to act as a financial quarterback for their clients, coordinating all aspects of their financial lives to build and preserve wealth.

Founded in

Canada