We’re here for you.

At CK Wealth Group, iA Private Wealth, we recognize that people’s needs continually grow and change. To provide the right investment advice and products, at the right time, we take a holistic approach to financial planning. We ask questions like “What’s important to you?” and “What do you want to achieve?”

In building your wealth, we will do more than just sit down and look into your finances. We’ll sit down with you and be ready to listen.

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We approach wealth management from a different point of view.

A point of view rooted in the thinking that we should have deeper relationships with advisors and investors. When an advisor knows their client, their stage in life and what they want to achieve, they can dig deeper. It gives us the means to provide every client with a holistic solution to what they’re looking for.

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Our Services

Wealth Management

We implement long-term investment strategies that enable our clients to generate consistent, stable returns regardless of day-to-day market activity.

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Cash Management

We work with our clients to understand their needs, to save and invest for the long term and then we develop the right strategies to help them get there.

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Trust & Estate Planning

Our long-term approach for our clients’ investments, is to ensure that we keep as much of our clients’ money working for them and their heirs for as long as possible.

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Insurance Planning*

Insurance is an important element in a sound financial plan. Plan. Protect. Preserve. A family’s desire to provide protection against the loss future income is not an option. One question that is often misunderstood is, “how much insurance is enough? We can help determine that.

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Our Investment Philosophy

Risk Management is one of the most important and least understood aspects of investing! A whole generation of investors were taught to simply diversify their portfolio across different asset classes, sectors, regions and styles and to hold for the long term. They were told to expect a major drop in the markets every couple of years but if they didn’t let their emotions control their investment decisions, they would achieve their long term objectives. Many investors are re-examining their investment process and looking for a more solid foundation for investing that incorporates a more comprehensive understanding of risk management.

The biggest challenge facing most investors is how they incorporate a risk management strategy into their investment process. For most investors defining risk is a very subjective exercise, whether you are looking at fundamental or technical indicators. For many it requires them to predict or forecast overvalued and undervalued scenarios. The problem with this approach is one never knows if they were right until after the fact!

Here we use proprietary programs that define risk by analyzing the price movement of an investment “relative” to the price movements of other investments. This gives us an objective approach to understanding risk that also aligns itself with how the markets actually operate. Markets operate based upon “money flows” from one area of the market to another. It is these “money flows” that are constantly changing the risk profile of every investment, sector, market and asset class. Aligning ourselves with the changing risk dynamics of any investment is how we identify periods of increasing or decreasing risk.

The programs we use are a powerful tool which prevent us from having to subjectively predict or forecast overvalued or undervalued scenarios but rather enables us to effectively align ourselves with the collective opinion of all market participants at any given time.

Moreover, depending on your unique circumstances and investment objectives: Greg is able to offer “accredited investors” a range of alternative, non-traditional investments that have historically provided superior returns in comparison to their indexes. I.E. Market Neutral and Absolute return strategies.

These strategies are focused on absolute returns with emphasis on capital preservation, long-term capital growth and downside protection through the use of long/short strategies and tactical changes to enhance returns.