587-285-3340 steve.switzer@iaprivatewealth.ca
Switzer Financial Services
iA Private Wealth

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Your Financial Journey

We understand that your financial journey is unique, and we’re here to help you navigate it with confidence. With our fee-based approach to portfolio management, our earnings are directly tied to the performance of your portfolio, creating a partnership built on mutual success. As a team with a Chartered Investment Manager (CIM®) designation, we possess the qualifications to make discretionary investment decisions, always upholding our fiduciary duty to act in your best interest.

We take special pride in educating our clients: not only will you know what investments you hold, but you’ll also understand why they’re right for you—empowering you to make informed decisions for a secure and confident financial future.

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What Our Clients Are Saying About Us

We’ve known Steve for close to 12 years, and in that time, he’s gone above and beyond our expectations. We’ve learned that he not only has a vast knowledge of financial planning but also great insight into other business-related factors, such as tax guidelines, that positively impact your plan.

We are 100% confident in Steve’s ability to handle our finances and appreciate how well he has tailored a plan to our life situation. As a result, we’ve been able to enter into our retirement phase five years earlier than expected.

Steve stays on top of things, and we appreciate all the time he dedicates to all areas of our portfolio. He is a pleasure to work with. We don’t ever regret moving our financial portfolio for him to handle; our only regret is not doing it sooner.

Dave & Gail, Retired

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.