Preservation
& Growth
We offer comprehensive financial advice in management and planning of heritage. We are committed to simplifying, preserving and improving what you have proudly accomplished.
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Preservation
In the media
The difference
It is immediately noticeable in the quality of the financial* and succession plans, our personalized follow-up and first-class tax support.
To be able to offer the maximum of our skills, we accept a limited number of clients.
Explore our solutions“The discretion, proximity and high frequency of our communications are part of our distinctive approach. This is why so many professionals, entrepreneurs, creators and athletes trust us.”
- Fabien Major
Solid foundations
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Span
iA Private Wealth is part of the iA Financial Group family which administers more than 260 billion dollars. The stock is traded on the Toronto Stock Exchange under the symbol IAG.
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Guardians
The fiduciary custody of our clients’ accounts is entrusted to an external entity i.e. NBIN - National Bank Independent Network.
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Guarantee
Although our clients’ assets are separated from the broker’s assets, they are protected by an insolvency guarantee 1. 1 iA Private Wealth is a member of the Canadian Investor Protection Fund
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