Accureta Wealth Management, iA Private Wealth

At Accureta Wealth Management™, iA Private Wealth Inc., we believe that Canadians' desire to own their own homes, educate their children, save for a comfortable retirement, and, along the way, enjoy a meaningful and vibrant lifestyle, is both reasonable and attainable. Heavy taxation, increasing debt obligations and cash-flow insecurity, however, create undue stress and uncertainty about their financial futures. 

A primary focus of the team's clients, amongst other things, is that they want to know their needs will be met and any gaps bridged by a constantly elevating process-in-place designed to meet their ever-changing financial needs as they reach the apex of their career paths.

Naveen Kumar is a CFP® and CFA® charter holder is a Wealth Advisor with iA Private Wealth Inc, member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc operates.