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Preserving Your Financial Future

Preserving Your Financial Future

Have peace of mind knowing that you can improve the chances of your financial security and stability.  Nick Jaikaran offers a range of financial services including but not limited to financial planning, tax minimization, retirement planning, and estate planning.

 

If you have questions about our services, feel free to contact us using the information listed on this site. Rest assured that we have your best interests in mind.

SERVICES

  • Wealth Transferring Through Estate Featured Products
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Systematic Savings/Withdrawal Plans
  • Group Benefits
  • Group RRSPs and Pensions

PRODUCTS

  • Stocks
  • Bonds
  • Preferred Shares
  • ETFs
  • Mutual Funds
  • Flow Through Shares

 

 

Insurance products provided through Hollis Insurance Inc:

  • Segregated Funds
  • Insurance (Life Insurance & Living Benefits)
  • Health and Dental Insurance

 

*Mutual funds are not guaranteed and information on returns is based on past performance which may not reflect future performance. Mutual funds may be associated with commissions, trailer fees, management fees and other expenses. Please read the prospectus. Important information regarding mutual funds may be found in the simplified prospectus.* To obtain a copy, please contact M. Nick Jaikaran.

 

Important information about flow-through limited partnerships is contained in their relevant Prospectus/Offering Memorandum. Please obtain a copy and read it carefully including the associated risks and tax consequences before investing.

 

  • Real Estate Trusts (REIT)
  • T-Bills
  • High Interest Savings Account
  • Health and Dental Insurance
  • RRSP, RDSP, and RESP Accounts
  • Margin Accounts
  • In Trust Accounts
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Our Team

Nick Jaikaran

Senior Investment Advisor

IA Private Wealth

 

Insurance Advisor*

iA Private Wealth Insurance

Matheus Guerra

Administrative Assistant 

IA Private Wealth

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iA Private Wealth


Denise Vitellaro Turner - External Collaborator/ Professional

For Insurance and Estate Planning

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Services offered through a referral program. Only the products offered by iA Private Wealth are covered by the Canadian Investor Protection Fund.


How can we help you?

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*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc.

Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor

Protection Fund.

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