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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 iA Financial Group. 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.

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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

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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.

 

*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

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