Your Wealth,‎
Our Passion

Building, growing and preserving wealth takes planning and a holistic vision. When you work with an iA Private Wealth USA Investment Advisor, you have a trusted partner who is fully dedicated to your success at every stage of your lifelong financial journey.

Cross-Border Wealth Management

iA Private Wealth USA (iAPW-USA) offers comprehensive, holistic wealth management services for clients with a presence in both Canada and the U.S. Registered and licensed in both jurisdictions, our advisors are fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management.

Our Services

supervisor_account_brown_36dp

Advisory

Our advisors deliver a wide range of investment solutions, including asset management services, retirement accounts, and financial planning services.

leaderboard_brown_36dp

Portfolio Management

iAPW-USA advisors offer complete portfolio construction and management capabilities, including discretionary and fee-based portfolios.

stacked_line_chart_brown_36dp

Wealth Planning

Our advisors will provide you with a tailored wealth management plan aimed at helping you achieve your short- and long-term goals.

What Makes Us Different

account_balance_wallet_brown_36dp

Product Offerings

Our advisors have access to creative wealth solutions – including alternative investments – that allow them to customize portfolios to meet the individual needs of all clients.

adjust_brown_36dp

HNW Solutions

Our advisors excel at meeting the unique requirements of high-net-worth clients. They will take the time to learn about your circumstances and goals and create a personalized wealth plan that meets your sophisticated needs.

groups_brown_36dp

Best-in-Class Partners

We only partner with the industry’s best. For example, our custodian, Pershing LLC, is an industry leader and is fully committed to ensuring our advisors are equipped to deliver a superior client experience.