Wealthcare Professionals – iA Securities Inc.

About Wealthcare Professionals – iA Securities Inc.

We are a Wealth Management and Financial Planning firm focusing on Healthcare Professionals.

We will help you be in control of your finances by giving you:

  1. Crystal Clear Goals: Get help creating a vision for your family’s future that everyone can get behind.
  2. Easy Financial Roadmap: Build a Financial Roadmap so you know the best way to reach your goals.
  3. Simple Money System: Automate your cash flow so you spend less time moving money around.

 

Our system follows 4 stages:

  1. Build a Dream Board: Put your life goals in writing, so we can build you a plan to achieve them.
  2. Get the Numbers: Send us the details so we can assess your financial situation and build you the right plan.
  3. Create a Financial Roadmap: We’ll determine the optimal path to reaching your goals, based on your financial situation.
  4. Work the Plan: Invest your money, automate your cashflow, and feel good about your future.

Some of the big questions that clients look to answer in their Financial Roadmap are:

  • How much should I pay off on my debt vs. saving and investing for the future?
  • Should I pay off my OSAP using a line of credit or home equity loan?
  • What’s the best way to save for a house?
  • Is an RESP really worth it for my kids?
  • How can I make sure I am financially secure and able to retire when I want?
  • Should I invest in my RRSP, TFSA or my corporation?

 

How we manage investments

  • Use the latest evidence from peer-reviewed studies
  • Find the highest expected return with the lowest expected risk; according to the evidence
  • Buy low fee investments
  • Manage taxation efficiently between investment accounts like RRSPs and TFSAs and corporate
  • Walk clients through how to make their investments work as hard as they do
  • Stand with clients through the ups and downs of life and investing

Saeed Ally, CFP, CIM, B.Sc. is the Portfolio Manager and Financial Planner who will work directly with you through all steps in creating your Financial Roadmap. As a Portfolio Manager*, Saeed has a fiduciary duty to put the interests of his client first.

*Financial Advisors that do not have job title of “Portfolio Manager” do not have this fiduciary obligation.

Wealthcare Professionals – iA Securities Inc. Partnership with the OCA

We look forward to building a lasting relationship with members of the Ontario Chiropractic Association. Saeed regularly presents free webinars to OCA members on topics like; evidence-based investing, financial planning, budgeting, retirement planning and more.

For New Grads we offer a Financial Roadmap package at a 34% discount of $1000 + HST. This package includes:

  • Dream Board meeting (1-hour meeting)
  • Online inputting of current financial information (online at your leisure)
  • Creation of your Financial Roadmap (2-4 hours work)
  • Delivery of a Financial Roadmap that will tell you the most efficient way to get from where you are to all your financial goals (2-hour meeting)
  • An additional meeting to help you set up automated cash flow payments so you spend less time logged in to your bank and moving money around (1-hour meeting)

 

To qualify for this discounted price, the following conditions must be met:

  • You have graduated in the last 2 years
  • You work as an independent contractor or employee
  • You do not own a corporation
  • Your spouse also does not have a corporation (All Financial Roadmaps include help for your spouse.)

Contact Wealthcare Professionals – iA Securities Inc.

Saeed Ally, CFP ™, CIM, B.Sc.

Portfolio Manager

Financial Planner

Industrial Alliance Securities Inc.

800-2425 Matheson Blvd E

Mississauga ON, L4W5K4

905-366-0282

1-888-266-9186 (fax)

saeed.ally@iagto.ca

www.wealthcareprofessionals.ca