Who We Are

iAPW-USA is a Canada-based U.S. Registered Investment Advisor (RIA) firm offering integrated cross-border wealth management solutions. Our advisors are licensed and regulated in both Canada and the U.S. and work with clients to translate their personal needs into a comprehensive, holistic cross-border strategy.

Who We Serve

Canadian residents moving to
the U.S.

Moving to the U.S. will bring many changes to your life, but your wealth management relationship does not have to be one of them. Equipped to manage your assets in the U.S., your advisor can continue to service your wealth portfolio.

Our Symbol, The Elephant

In 1992, iA Financial Group adopted the elephant as a company symbol. This choice was guided by five shared qualities:

  • Wisdom gained through experience
  • Attentiveness
  • A sense of responsibility
  • Strength
  • Stability

Invested In You

iA Private Wealth USA’s vision and purpose is defined by the promise captured in three simple words: invested in you. Our goal is to be your trusted, lifelong partner, dedicated fully to helping you grow and preserve your wealth and build a legacy of financial success for generations to come.

Over 130 years of strength, stability and trust

iA Financial Group, the parent company of iA Private Wealth USA, is one of Canada’s largest insurance and wealth management firms. Founded in 1892 and publicly traded since 2000, iA Financial Group has more than $196.2 billion in assets under management and administration (as at September 30, 2022) and serves more than four million clients.