BUILD YOUR NET WORTH.
PROTECT YOUR WEALTH.
RETIRE WITH CONFIDENCE.

Your Strategic Partner in Tax-Free Wealth Building
We help successful individuals and business owners legally reduce taxes and build long-term, tax-efficient wealth—so they can grow their financial future without worry.

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.

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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.

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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
Estate Planning

Protect your legacy and ensure your assets are passed on according to your wishes, minimizing taxes and avoiding unnecessary complications.

insurance planning
Insurance Planning

Safeguards your family and business with tailored insurance solutions that offer peace of mind for the unexpected.

investment planning
Investment Planning

Build and grow your wealth with smart investment strategies that align with your financial goals and risk tolerance.

charitable giving
Charitable giving and Legacy Planning

Create a meaningful impact with strategic charitable giving plans that align with your values and leave a lasting legacy

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iA Financial Group Logo

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.

5.5M+
Clients
50K+
Representatives
$274B +
Under Asset Management & Administration

PROCESS -Your Financial Journey

We follow a proven 6-step process to help you achieve clarity, confidence, and long-term financial success.

STEP 1:
DISCOVER YOUR GOALS
We start by listening. What matters most to you—financial freedom, family security, early retirement?
STEP 2:
GATHER THE DETAILS
Together, we gather all the numbers—income, expenses, savings, investments, debts—to map your full financial picture.
STEP 3:
ANALYZE & STRATAGIZE
Our team assesses your current situation and identifies opportunities to improve, protect, and grow your finances.
STEP 4:
BUILD YOUR CUSTOM PLAN
We craft a personalized financial roadmap designed around your goals—flexible, clear, and easy to follow.
STEP 5:
PUT YOUR PLAN INTO ACTION
From insurance coverage to investments, we help you make confident choices and take the right steps forward.
STEP 6:
REVIEW & REFINE
As life evolves, your plan should too. We check in regularly to make sure you’re always on track and in control.
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TESTIMONIALS

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INFORCE WEALTH MANAGEMENT
Whether you're building your legacy or planning your exit, our proven strategies ensure every dollar works for you—not the IRS.