Key service providers

Louie spent many years to develop his network of referred services providers to enhance client experience in holistic fashion and provide well-rounded advice.

Accounting services referred providers:

Yuko Sakamaki | Ocean Breeze Tax and Bookkeeping

Personal, Small Business, Corporate, Estate Tax Returns
45535-2397 King George BLVD
South Surrey BC,
V4A 9N3
p: 778-868-0784
yuko.sakamaki@mail.com

Fernando Costa | CPA, CA
Small business and Tax Expert, Coordinates with our Team on strategic and corporate planning
t: 604-714-3666

Estate planning referred service providers:

Richards Buell Sutton, RBS

https://www.rbs.ca/

Real estate referred service providers:

Amy Dewaele, Licensed Realtor at Macdonald Realty
t: 778-837-3393
James Buonassisi | ReMax Select Realty
t: 604-626-9734
w: click here
Chris Ryan, PREC (for clients moving to US only)
t: 604-562-5442

Private service health plans referred providers:

  • Olympia Trust Application:  click here
  • Manulife Flexcare, FollowMe Health and CI Weblink:  click here

Travel insurance* referred providers:

* Travel Insurance products provided through multiple carrier

Business owner health spending account (HSA):

  • Olympia Trust Health Spending Accounts for Small Business Owners in Canada: click here

Legal services referred providers:

Lisa Eastwood | Barrister & Solicitor

Tel: 604-946-8010
Email: lisa@eastwoods.ca
Address: 5058 47A Avenue
Delta BC
V4K 1T8

Brenda Balogh | Notary

Tel: 604-685-1544
Email: brenda@yaletownnotary.com
Website: https://www.yaletownnotary.com/

Ron Kornfeld | Small Business Lawyer, Wills & Estates

Tel: 604-733-2448
Email: rykornfeld@telus.net

Live more today and tomorrow

Contact us to set up a meeting

Book a meeting
Meet the team

Disclaimer

LWP Legacy Wealth Planning 2022®
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products and services are offered through LWP Legacy Wealth Planning Ltd., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.