Best Practices to Prevent Fraud

Skip to content

About Us
Leadership Team
Contact Us
Client Sign In

FR

Client Sign In

Regulatory Framework

ADV 2A Firm Brochure (PDF)
ADV 2A Wrap Brochure (PDF)
CRS Relationship Disclosure (PDF)

FR
- FR

Get ahead iA Private Wealth (USA) Inc. (“iAPW-USA”) is a wholly owned subsidiary of iA Wealth Group (USA) Inc., a holding company, which in turn is a wholly owned subsidiary of iA Financial Corporation Inc.

iA Private Wealth (USA) Inc. “iAPW-USA” is a registered investment adviser located in Toronto, Canada. iAPW-USA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. iAPW-USA’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of iAPW- USA’s website on the internet should not be construed by any consumer and/or prospective client as iAPWUSA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by iAPW-USA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of iAPW-USA, please contact the state securities regulators for those states in which iAPW-USA maintains a registration filing. A copy of iAPWUSA’s current written disclosure statement discussing iAPW-USA's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from iAPW-USA upon written request. iAPW-USA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to iAPW-USA’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

© 2026