Investing With Us

iA Financial Group was founded in 1892 and offers a comprehensive range of insurance and financial products and services. iA Private Wealth is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. At iA Private Wealth, you'll always enjoy a relationship of trust and respect. We are committed to learning about your life and delivering integrated wealth solutions that make your financial and personal success a reality. iA Private Wealth is a full-service brokerage firm offering tailored personal and business wealth management solutions. Our parent company is listed on the Toronto Stock Exchange under the ticker symbol IAG and manages assets of over $169 billion as of December 31st, 2018. Please click on the Company Profile to access the full report.

 

As an Investment Advisor with iA Private Wealth, I can provide a range of products and solutions to investors including:

  • Fee Based Accounts

  • Retirement Accounts

  • Registered Education and Savings Accounts

  • Tax Free Savings Accounts

  • Non-registered Accounts

  • Guaranteed Investment Certificates (GIC’s)

  • Mutual Funds

  • Equities and Fixed Income

  • Exchange Traded Funds

  • Access to new issues (IPO’s)

  • Pension Account Roll-Over at Retirement or Job Change

  • Tax Planning

  • Mortgage Referrals