Comprehensive Wealth & Portfolio Management services are offered nationally from our Nelson and Powell River BC, Burlington, Etobicoke, and Aurora ON, and our Truro and Dartmouth, NS offices. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. Insurance products are provided through White LeBlanc Wealth Inc. Only services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
| Website | http://www.wlwp.ca/ |
| Employees | 14 (3 on RocketReach) |
| Founded | 2013 |
| Address | 239 Brownlow Avenue, Suite 204, Dartmouth, Nova Scotia B3B 2B2, CA |
| Phone | +1 902-477-4471 |
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| Industry | Financial Services |
| Keywords | Wealth Planning, Wealth Management, Portfolio Management, Financial Planning, Financial Advisor, Financial Services, Investment Management, Investment Advisor, Portfolio Optimization, Retirement Planning, Asset Allocation, Financial Security, Estate Planning, Risk Management, Tax Planning, Wealth Preservation, Insurance Planning, Legacy Planning |
| Competitors | RBC Dominion Securities, BMO, CIBC, Scotiabank, TD, Edward Jones, Fidelity Canada, Wealthsimple, Manulife Securities Investment Services Inc., Macquarie Group +33 more (view full list) |
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3 people are employed at WLWP Wealth Planners.
WLWP Wealth Planners is based in Dartmouth, Nova Scotia.