Preserve your wealth

Risk management is critical to any wealth plan to protect your income and the assets you have worked hard to accumulate. Appropriate insurance* specific to your situation is one of the tools we can use to manage uncertainty.

When and why may you need insurance?

There are countless options when it comes to insurance* plans, and one size does not fit all. It is important to look at the right choice that ensures you are well covered without incurring unnecessary expenses.

As your life progresses, your wealth grows, and your circumstances change, some policies may become inadequate to protect your assets, while others may be more relevant for your new situation. So, active risk management is necessary.


Your insurance plan* could include (not limited to) the following:

Long-term disability Insurance

Critical illness insurance

Individual or joint life insurance

Health insurance

* Insurance products and services are offered through TWM Wealth Services inc. , an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.