Nova Finance
Our services

World-class service

You’ve worked hard to build up a strong portfolio that gives you peace of mind and financial stability. Now you want your money to work hard for you so you can reach your goals and enjoy the quality of life that you aspire to. Nova Finance provides world-class service to satisfy the needs of its clients.

Our services

We offer a comprehensive range of financial products and services to individual investors, business people, retirees, businesses and asset management firms.

We offer two types of investment advisory services. Both involve rigorous portfolio monitoring by an investment committee and the compliance team.

Managed accounts

With this type of management, you delegate all your investment decisions to your Advisor.

We believe that discretionary portfolio management is one of the most flexible investment solutions for helping our clients build their wealth :

Portfolio Managers have the highest qualifications in the industry in Canada.
Based on your personalized investment policy statement, our Portfolio Managers will apply a rigorous investment approach that meets all regulatory standards and gives you greater peace of mind knowing that your goals and priorities are being met.

Our Portfolio Managers have the flexibility to respond quickly to market fluctuations, offering you greater advantage against volatility and the chance to seize opportunities on the market.

Advisory portfolio management

This type of management gives you control of your investment decisions and access to professional advice from your advisor.

Management fee structure

Managed or flat-fee accounts follow a fee-based model where fees represent a percentage of the value of assets being managed calculated daily at market close. The fees are charged monthly and are subject to GST/HST/QST as applicable. With non-registered accounts, these fees may be tax-deductible.

Commission-based fees are established with your advisor and confirmed during each transaction.

Components of a wealth management plan

We believe that in order to meet your needs and help you reach your goals, a personalized wealth management plan is essential. We work with a network of independent professionals including financial planners, tax experts, notaries and insurance representatives to build you a tailor-made plan covering a range of financial needs.

Saving and borrowing

We’ll help you live successfully within your means by establishing savings goals aligned with your needs and expectations.

Retirement

There’s more to planning for retirement than contributing to your RRSP. It’s also about the kind of life you envision for your retirement. We’ll help you set up a plan that will help you reach your retirement goals and a withdrawal strategy that works for you.

Tax

We’ll use strategies to minimize your tax obligations as much as possible.

Education

We’ll help you assess your options and maximize the value of RESPs.

Insurance

We’ll evaluate your needs and create a risk management plan that takes into account all aspects of your life and every scenario that could impact your financial health.*

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

Estate planning

We’ll help you plan to preserve and transfer your assets.