iA Private Wealth Advisor — James Brown, Trevor Hunt, and John Timms

James Brown
Trevor Hunt
John Timms

iA Private Wealth Advisor — James Brown, Trevor Hunt, and John Timms

iA Private Wealth Advisor — James Brown, Trevor Hunt, and John Timms

Services

We work with clients at different stages of life, including:

Young professionals and families building long-term financial foundations
Business owners navigating growth, succession, and tax efficiency
Retirees focused on income planning and wealth preservation
High-net-worth individuals with complex planning needs

Our advice evolves as your priorities change.

Wealth Management and Advice

Personalized guidance that connects where you are today with where you want to be.

Investment Strategy

Portfolios with an emphasis on steady, conservative growth, providing predictable cash flow for retirees.

Tax Planning

Our in-house CPA^[2] provides tax efficiency strategies, improving after-tax outcomes.

Estate and Insurance Planning^[1]

Reducing tax exposure and protecting your legacy.