Nicole Cahoon Charted Professional Accountant

iA Private Wealth in Courtenay, BC, is dedicated to guiding individuals, families, and business owners along their financial journeys. With a network of over 500 independent Investment Advisor teams, the firm offers customized wealth management solutions tailored to meet specific needs. They provide access to a wide range of individual securities, mutual funds, wealth planning services, and investment accounts. Through iA Clarington, iA Private Wealth offers high-conviction, actively managed investment solutions managed by reputable portfolio management teams. These solutions include mutual funds, Active ETF Series, portfolio solutions, and socially responsible investments, collectively managing over $22 billion in assets for investors across Canada. As part of iA Financial Group, one of Canada's largest insurance and wealth management companies with over 125 years of experience, iA Private Wealth benefits from the stability and trust associated with a leading financial institution. Boasting over $249.7 billion in assets under management and administration, iA Private Wealth maintains a strong reputation for providing comprehensive and holistic wealth planning services. Generated from the website content

Mindset Wealth, a locally owned office of iA Private Wealth Inc., is recognized as one of Canada's premier independent investment advisory teams. They focus on developing strong relationships with clients, helping them identify their financial goals and create tailored plans to achieve long-term success. Emphasizing the importance of investor behavior over market fluctuations, Mindset Wealth adopts an investment coaching philosophy to keep clients aligned with their objectives. Their commitment to community involvement and volunteerism reflects their belief in giving back as an integral part of financial well-being. Generated from the website

Nicole Cahoon CPA is a professional accounting firm based in Courtenay, British Columbia, specializing in providing financial services to individuals and businesses. With a focus on accuracy and attention to detail, the firm offers a range of accounting and tax preparation services to meet the needs of its clients. Committed to delivering personalized and reliable financial solutions, Nicole Cahoon CPA strives to help clients navigate the complexities of tax laws and financial regulations. Whether it's tax planning, bookkeeping, or financial consulting, the firm is dedicated to assisting clients in achieving their financial goals. Generated from their business information