Business
iA Private Wealth announces enhancements to Elite Unified Managed Account Program
iA Private Wealth announces enhancements to Elite Unified Managed Account Program Canad...
About this update from Ia Financial Corporation Inc.
[{"type":"text","content":"\n\n\n\n iA Private Wealth announces enhancements to Elite Unified Managed Account Program\n \n\n /* Style Definitions */\nspan.prnews_span\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\na.prnews_a\n{\ncolor:blue;\n}\nli.prnews_li\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\np.prnews_p\n{\nfont-size:0.62em;\nfont-family:\"Arial\";\ncolor:black;\nmargin:0in;\n}\n.prngen2{\nPADDING-RIGHT:0.17em; PADDING-LEFT:0.17em; FONT-SIZE: 8PT; FONT-FAMILY: ARIAL; COLOR: BLACK; MARGIN:0em; BORDER-TOP:black 0pt; BORDER-RIGHT:black 0pt; BORDER-BOTTOM:black 0pt; BORDER-LEFT:black 0pt\n}\n.prnml4{\nMARGIN-TOP:0em; MARGIN-RIGHT:0em; MARGIN-BOTTOM:0em; MARGIN-LEFT:0.33em !IMPORTANT\n}\n.prnbcc{\nBORDER-COLLAPSE: COLLAPSE\n}\n \n\n\n\n\n\n Canada NewsWire\n \n\n\n\n\n\n QUEBEC CITY\n \n\n ,\n \n\n March 20, 2025\n \n\n /CNW/ - iA Private Wealth (\"iAPW\"), a subsidiary of iA Financial Group (\"iAFG\"), is pleased to announce a series of major enhancements to the Elite Unified Managed Account Program (\"Elite\"). With these enhancements, Elite becomes the industry standard for bespoke investment management programs, providing clients with a premium experience and advisors with business-building opportunities that are unavailable with traditional account structures.\n \n\n \"Elite is an exciting growth opportunity for the Wealth division and we look forward to providing our advisor teams with all the support they need to make the program a source of limitless potential for their business and a major benefit to clients,\" said\n \n Adam Elliott\n \n , President and CEO, iA Private Wealth.\n \n\n\n About Elite\n \n\n\n Elite is a comprehensive investment management program that offers iAPW clients unparalleled simplicity and convenience by allowing them to consolidate multiple solutions across a wide array of asset classes, geographies, management styles and investment types within a single account.\n \n\n For advisors, Elite enhances their practice by providing investment management support – including portfolio construction guidance, trading, rebalancing, investment manager oversight, and tax-loss selling – through a dedicated team of specialists. This support allows advisors to focus on high-touch client service, resulting in a more compelling value proposition while reinforcing the advisor's central role in...