US Clients - Cross Border Services
Who We Are - IA Private Wealth USA
iA Private Wealth (USA) Inc. “IAPW-USA” offers comprehensive, holistic wealth management services for clients with a presence in both Canada and the United States.
Part of the iA Financial group of companies, iAPW-USA is a Canadian based US Registered Investment Adviser. Dually employed by iAPW-USA and iA Private Wealth Canada, Noah Belcher is licensed and regulated in Canada and the US, and is fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management.
If you are a client living in the United States, we can help you. Under iAPW-USA, we are able to fully service any US Resident, Dual Citizen, or Canadian with US investment accounts in the USA. If you are a client living in the United States, we can help you with all your investment needs. Contact us today for more information.
The iA Private Wealth - USA Difference
Being registered in both Canada and the US, iA Private Wealth-USA advisors possess expertise in both North American markets, providing clients with a level of service that requires a unique set of skills and knowledge base. With Canadian and US market proficiency, iA Private Wealth-USA advisors are equipped to support clients facing the challenges associated with cross-border financial management.
Our advisors deliver a wide range of investment solutions, including asset management services, retirement accounts, and financial planning services.
iAPW-USA advisors offer complete portfolio construction and management capabilities, including discretionary and fee-based portfolios.
Our advisors will provide you with a tailored wealth management plan aimed at helping you achieve your short and long-term goals.
How We Help - Accounts
Investment Accounts - USA
- Individual & Joint Investment Accounts
- Corporation & LLC Investment Accounts
- Trust Investment Accounts including UGMA/UTMA
- 529 Education Savings Plans
Retirement Investment Accounts - USA
- 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
IAPW-USA is a registered investment adviser with its head office 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. 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. A copy of IAPW-USA 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.