Values-driven wealth management
Your financial success shouldn’t come with uncertainty. We help you grow your net worth through strategic, tax-efficient planning—so you can accumulate wealth faster, protect what you have built and enjoy a confident, worry-free retirement.
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BUILD YOUR NET WORTH
Grow your wealth with smart, strategic financial planning. We help you maximize income, minimize taxes, and invest wisely so your net worth grows year after year. With a clear plan, you can build lasting wealth—without unnecessary risks.
PROTECT YOUR WEALTH
Safeguard what you've worked hard to earn. Our tax-efficient strategies and asset protection plans ensure your wealth is preserved for the future. You’ll gain confidence knowing your financial foundation is secure.
RETIRE WITH CONFIDENCE
Enjoy the freedom of a well-funded, tax-smart retirement. We design personalized retirement strategies that let you keep more of your money and maintain your lifestyle. Say goodbye to guesswork and hello to peace of mind
What We Do
We offer comprehensive financial solutions designed to secure your future and help you live with confidence. Our services include:
Estate Planning
Protect your legacy and ensure your assets are passed on according to your wishes, minimizing taxes and avoiding unnecessary complications.
Investment Planning
Build and grow your wealth with smart investment strategies that align with your financial goals and risk tolerance.
Charitable giving and Legacy Planning
Create a meaningful impact with strategic charitable giving plans that align with your values and leave a lasting legacy
At Inforce Wealth Management, we are proud to be partnered with one of Canada's largest insurance and wealth management companies—iA Financial Group—through Inforce Life Financial Services. This partnership strengthens our ability to serve clients by combining deep industry expertise with a broad range of financial solutions.
Together, we have established a dedicated Advisor Network focused on supporting the financial well-being of our clients. By offering personalized insurance coverage and tailored investment strategies, we help individuals and families achieve their short- and long-term financial goals with confidence.
iA Financial Group, founded in 1892, is one of Canada's largest public companies and is listed on the Toronto Stock Exchange. With a strong presence in Canada and operations in the United States, iA is a recognized leader in the financial services industry, offering stability, innovation, and a client-first approach.
Through this collaboration, Inforce Wealth Management is committed to delivering trusted guidance and comprehensive financial solutions that reflect the unique needs of each client.
PROCESS -Your Financial Journey
We follow a proven 6-step process to help you achieve clarity, confidence, and long-term financial success.