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.
Change of Marital Status
Helping you make sense of your current financial picture, define your goals, and set your path.
Coming into New Money
Whether through inheritance, or a sold home or business, it can be overwhelming to decide what to do with it.
Having More Time
As children leave home and become financially independent, you may find yourself in a new stage of life with more time and flexibility.
Planning For the Future
As life continues to evolve, you find yourself thinking not only of your future, but the future of your loved ones.
Retiring Early
Investing as part of your retirement plan could help you retire sooner. We are here to help you achieve it.
Legacy Planning
Investing as part of your retirement plan could help you retire sooner. We are here to help you achieve it.
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.
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.
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.
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.
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.
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.
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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.
Learn with us
Financial Insights
December 19, 2024
Book Summary Series: Simple Wealth, Inevitable Wealth
In honour of the book’s 25th anniversary, this series covers the fundamental principles of successful long-term investing outlined in Nick Murray’s book Simple Wealth, Inevitable Wealth. Nick…
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Recently, I had a client who left their corporate job and embarked on a solo consulting journey. Among the many financial considerations that come with venturing…
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The Six Keys to Investing Success
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