705-980-0177 info@linesevencapital.com
Line Seven Capital
iA Private Wealth

Who We Are

Who We Are

Our Approach

While guiding clients on their wealth management journeys, we always take a personalized approach, understanding that your financial strategy should be as individual as you are.

At Line Seven Capital, our dedication to your interests and goals shapes every decision we make. Reflecting on my experiences and client relationships, I offer these core tips to anyone seeking financial advice:

Find someone you genuinely enjoy working with. Your financial advisor should be a teammate, someone you’re comfortable with and who understands your unique needs.

Select an advisor who can grow with you. Your financial needs will evolve over time and having someone who adapts and grows alongside you is crucial.

Above all, trust is key in any advisory relationship. Ensure you choose someone whose advice and actions align with your best interests; someone you can rely on to make prudent decisions for your future.

These principles form the bedrock of our approach to wealth management. It’s not just about making smart financial decisions; it’s about building a relationship that supports your goals, your family, and your legacy.

Our Process

At Line Seven Capital, we take pride in expertly navigating your wealth journey.

Our seven step process is intricately designed to guide you through every stage, ensuring a tailored approach that perfectly aligns with your unique financial narrative.

Seven Steps to Financial Success with Line Seven Capital

Clearly define your short-term and long-term financial objectives, such as homeownership, education funding, retirement planning, or charitable giving.

Assess your current income, expenses, assets, and liabilities. Understand your cash flow, net worth, and risk tolerance to inform your wealth management plan.

Develop a realistic budget that aligns with your goals. Allocate funds for essential expenses, savings, and investments. Establish emergency and goal-specific funds.

Develop a diversified portfolio based on risk tolerance and goals. Regularly review and adjust your strategy to adapt to changing market conditions.

Evaluate insurance needs for life, health, disability, and property. Adequate coverage provides financial security in unforeseen circumstances.

Implement a tax-efficient strategy using investment accounts and maximizing deductions. Consult with tax professionals to ensure compliance with current laws.

Prepare for asset distribution by creating a will, establishing trusts, and designating beneficiaries. Minimize estate taxes and ensure your wishes are carried out.

Meet the Team

Ambrose J. Recoskie

Investment Advisor
iA Private Wealth

Ambrose J. Recoskie

When I first began my financial advisory career in 2007, I was driven by a personal mission to prevent others from facing financial missteps. Raised by a dedicated single mother, I gained valuable insights into the importance of wise financial decision-making. This experience fueled my pursuit of a finance degree and four enriching years in the Canadian Armed Forces. It was these formative experiences that led me to establish my first practice with Edward Jones. After spending a number of years building my relationships with clients there, I decided to join iA Private Wealth, where I now provide the same high-level service to clients across several provinces in Canada.

When I’m not focusing on nurturing client relationships and building my business, I ensure I maintain a balanced life, rich in varied interests. I have a passionate love for hockey – whether I’m playing or watching a game. I also enjoy hitting the golf course, a perfect blend of challenge and tranquility for me. And for a bit of fun, I dabble in amateur comedy, which is a great way to unwind and express myself. These hobbies aren’t just pastimes; they’re a big part of who I am, bringing balance and joy to my everyday life.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.