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. Our advisors are fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management.
Our Services
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Advisory Our advisors deliver a wide range of investment solutions, including asset management services, retirement accounts, and financial planning services. |
Portfolio Management iAPW-USA advisors offer complete portfolio construction and management capabilities, including discretionary and fee-based portfolios. |
Wealth Planning Our advisors will provide you with a tailored wealth management plan aimed at helping you achieve your short- and long-term goals. |
Our Account Offerings
Cash Accounts
Retirement Accounts
- Traditional Individual Retirement Accounts (IRAs)
- Roth Individual Retirement Accounts (Roth-IRA)
- Spousal IRAs for non-working spouses
- IRAs for minors with earned income
- 401(k) and Qualified Plans
- Employer-Sponsored Plans for small to large businesses through SEP and SIMPLE IRAs
What Makes Us Different
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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. |
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. |
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. |
