Complimentary Portfolio Review

When's the last time you got a second opinion on your portfolio?

Complimentary portfolio review for individuals looking to preserve wealth and reduce taxes.

Book Your Free Consultation

Active Portfolio Management

Lower Fees. Smarter Strategy.

Active portfolio management designed to keep more money working for you.

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Personalized Wealth Planning

Invested in Your Success

Personalized wealth planning tailored to your goals and timeline.

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Lower Investment Fees

Many investors overpay without knowing it. We audit your current holdings to identify fee leakage and put more of your money to work for you.

Active Portfolio Management

Your portfolio should not sit on autopilot. We actively monitor, rebalance, and optimize to keep your investments aligned with your goals.

Tax Reduction Strategies

From RRSP and TFSA optimization to tax-loss harvesting, we structure your investments to legally minimize your tax burden year after year.

About Patrick

Patrick Sanelli

Investment Advisor at iA Private Wealth, Mississauga, Ontario

Patrick Sanelli is an Investment Advisor at iA Private Wealth, dedicated to helping individuals and families build, preserve, and grow their wealth with clarity and confidence. Patrick believes every investor deserves a second opinion, one that is objective, thorough, and focused on your long-term financial success.

With a comprehensive approach to wealth management, Patrick works closely with clients to develop personalized strategies that reduce fees, optimize tax efficiency, and build resilient portfolios aligned with their goals and timelines.

CSC CPH LLQP

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The Team

Meet the People Behind Your Portfolio

Patrick Sanelli

CSC CPH LLQP

Investment Advisor
iA Private Wealth

Carl Achkar

CIM® FCSI®

Portfolio Manager, Senior Investment Advisor
iA Private Wealth

Tanveer Khan

Licensed Assistant
iA Private Wealth

Monica Modestino

Licensed Assistant
iA Private Wealth

Simple Process

Three Steps to a Smarter Portfolio

No obligation, no pressure. Just an honest look at your financial picture and a clear path forward.

Book a Call

Schedule your free 30-minute consultation at a time that works for you. Quick, easy, and entirely on your terms.

Get Your Free Second Opinion

Patrick reviews your existing portfolio, fee structure, and investment strategy and provides an honest, unbiased assessment.

Build a Smarter Plan

Walk away with a clear, actionable roadmap tailored to your goals, whether retirement, tax reduction, or wealth growth.

What We Offer

Comprehensive Financial Services

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Wealth Management

Personalized investment strategies built around your financial goals, risk tolerance, and time horizon. From portfolio construction to ongoing management, we keep your wealth working for you.

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Retirement Planning

Whether retirement is decades away or just around the corner, we help maximize your RRSP, CPP, and pension strategies to ensure lasting financial security when it matters most.

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Tax Optimization

Smart tax planning is one of the most powerful ways to build wealth. We structure your investments across RRSPs, TFSAs, and non-registered accounts to legally minimize your annual tax burden.

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Investment and Estate Planning

Preserve and transfer your wealth with intention. We work alongside legal and accounting professionals to preserve your assets and provide for the next generation.

CSC

Canadian Securities Course

CPH

Conduct and Practices Handbook

LLQP

Life Licence Qualification Program

CIPF

Canadian Investor Protection Fund

CIRO

Canadian Investment Regulatory Organization

iA Private Wealth

Member Firm

Take the Next Step

Ready for a second opinion?

No obligation, no pressure. Just an honest conversation about your financial future. Book your complimentary portfolio review today.

Book Your Free Consultation