CrossPoint Financial | iA Private Wealth Inc.
Financial Services - Ottawa, ON, CA
CrossPoint Financial | iA Private Wealth Inc. Employees
Brent Vandermeer
Portfolio Manager & Executive Director, Private Client Group
CrossPoint Financial | iA Private Wealth Inc. Details
CrossPoint Financial is a full-service, boutique asset management and financial planning team in Ottawa dedicated to providing superior wealth management for our clients over their entire lifetime. We help our clients achieve their goals and dreams across all facets of life.Specifically, this involves the following services: Manage investments and broker excellent products Create custom financial plans Offer a broad range of insurance* and care years planning services to mitigate risk Assist with estate planning and coordinate with clients' lawyers Analyze and recommend tax minimization strategies Collaborate with our clients' accountants to effect proper tax planningThe Vandermeer Wealth Management managers are nimble, responsive and active. We are constantly looking for ways to improve how we manage our clients' portfolios and we will do our best to utilize industry-leading, sophisticated platforms and investment models available to the retail and corporate investor. We believe our clients deserve this level of service and it will be hard to find it elsewhere.HollisWealth is a division of iA Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.Vandermeer Wealth Management Inc. is a personal trade name of Brent Vandermeer.
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