Financial Success Starts With a Plan. Let’s Build Yours Today

We help families in Steinbach, Winnipeg and across Canada achieve financial security at every life stage.

Winnipeg & Steinbach Wealth Management Services

At iA Private Wealth, we understand that your financial needs evolve. From wealth accumulation to legacy planning, we provide guidance tailored to your life stage and goals.

Our Services

Meet your financial team

We focus on providing insightful financial advice tailored to you. Combining empathy with experience, we are committed to equipping you with the knowledge and confidence needed to embrace life’s opportunities and challenges. Let's navigate your path to success and fulfillment together.

Our Team

Victoria Rempel CIM®

I am a Wealth Advisor at iA Private Wealth, holding the Chartered Investment Manager® designation.

Olivia Penner

I am an Associate Investment Advisor at iA Private Wealth.

Why choose us?

Our goal is to be thought of not just as an advisor, but a trusted friend. And that starts with getting to know you and your values. Your priorities will change throughout your life, and we are committed to growing with you. As your life unfolds, your wealth management plan should evolve with it. What we offer:

Peace of Mind. We handle financial complexities so you can focus on what you love. Our primary aim is to save you time and stress.

Extensive Experience. We offer real-dollar value through financial, tax, and investment advice, and by helping you avoid costly mistakes.

Empathetic Honesty. We provide clear, unbiased advice for your long-term goals, and help you make informed decisions during life changes.

Who We Are

There through all the financial phases of your life

Your financial needs evolve as life does. Whether you're building your career, preparing for retirement, or navigating life in retirement, we offer personalized guidance to help you make confident, informed decisions every step of the way.

Phase 1: Wealth Accumulation (Ages 20-50)

These are the years of growing your career, making big financial decisions, and setting the foundation for long-term success. It’s a time to maximize your earning potential, invest early, and strike a balance between short-term priorities, like buying a home or starting a family, and long-term goals, like retirement.

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Phase 2: Preparing for Withdrawal (Ages 50-65)

As retirement approaches, financial decisions become more complex. This phase is about making the most of peak earning years, fine-tuning your plan, and ensuring a smooth transition into retirement. It’s also a time to consolidate your financial picture, minimize taxes, and maximize government benefits.

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Phase 3: Wealth Distribution & Legacy Planning (Ages 65+)

Retirement is here, and the focus shifts from building wealth to making it last. This phase is about creating a sustainable withdrawal plan, optimizing government benefits, and ensuring your estate and legacy wishes are in place. It’s also a time to navigate health changes, potential downsizing, and charitable giving in a way that aligns with your values and financial security.

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Our Client-Centric Approach

We are dedicated to offering a collaborative, comprehensive approach to your finances. We strive to be a guide and friend on your journey and provide practical advice, an empathetic ear, and encouragement along the way. How we work:

Connect & Access. In this initial chat, we'll have the opportunity to get to know each other and discuss your financial concerns, goals and aspirations.

Goals & Data. We’ll fill in the gaps by collecting the data necessary to understand your current financial picture and determine clear goals

Present Plan. We will share our recommended plan with you and then review and adjust until you are confident in it.

Execute & Monitor. We will open the recommended accounts, facilitate any transfers, and work to keep you on track as your life evolves.

Our Process

See what our clients are saying…

In a world full of financial advisors it's important to find someone you like and trust. I have never doubted for a second that they have my best interests at heart. They are always quick to respond and deliver results. I also appreciate that they are continuously learning. Wouldn’t deal with anyone else.

A Young Investor

Winnipeg, MB

As a very satisfied customer, I would highly recommend iA Private Wealth and their skilled and helpful staff for all your investment and financial needs. I can rest at ease with this capable staff looking after my portfolio and in their words, “you can rest, let me do any worrying!”

A Cat-Loving Grandmother

Winnipeg, MB

After a career in Federal Corrections, I’ve learned to read people pretty well. You know when someone is genuine, and when they’re just trying to sell you something. That’s why I appreciate my advisors so much - there’s no sales pitch, no pressure. Just honest advice from people I trust. I also appreciate their independence. They aren’t tied to any company’s products, so I know their recommendations are guided solely by what’s best for my personal situation.

Beyond that, they are very responsive. That kind of service makes a huge difference, especially when you’ve got a big decision to make. I’ve always cared about making wise money decisions, but they’ve helped me take it to another level. They bring up strategies I wouldn’t have thought of, and, maybe more importantly, they’re not afraid to tell me when it’s not the right time to make a move.

If I had one piece of advice for young investors, it’s this: start early. Even small amounts add up over time. Trust me, your future self will thank you.

A Retired, Long-Term Investor

Winnipeg, MB

Some frequently asked questions

We aim to answer all your questions and prepare you for a stress-free path to financial success. We've compiled a list of common inquiries to help guide your journey with us.

We understand that financial needs vary greatly from one person to another. While we have a minimum investment requirement of $100K, we're committed to making quality financial advice accessible to everyone. For those just starting out or with a smaller investment, we'd love to connect you with our affiliated mutual fund dealing representatives registered with Investia Financial Services Inc. They share the same values and philosophy and are ready to help you grow. We love working with people who are focused on building a secure future for themselves and their loved ones. No matter where you are on your financial journey, we're here to support you and point you in the right direction.

We are independent registered investment advisors. This means we're not beholden to specific products or strategies and can recommend what's truly the best fit for your situation. We are fully registered with the Canadian regulatory bodies and are committed to protecting your best interests. Our main office is located in Steinbach, but we also serve a large number of clients in Winnipeg, both virtually and in person. We start with a few meetings to get a grasp on your situation and to craft a plan and then meet at least annually to review and see if any adjustments need to be made. We are always happy to connect and seek to structure our contact to be most comfortable for you. We also offer weekly educational emails if you want to improve your financial literacy outside our meetings.