Business
iA Private Wealth Announces Launch of U.S. Registered Investment Advisor Firm
iA Private Wealth Announces Launch of U.S. Registered Investment Advisor Firm C...
About this update from Ia Financial Corporation Inc.
[{"type":"text","content":"\n \n \n \n iA Private Wealth Announces Launch of U.S. Registered Investment Advisor Firm\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 \n \n \n \n \n \n Canada NewsWire\n \n \n \n \n \n \n TORONTO\n \n \n ,\n \n \n Nov. 17, 2022\n \n \n /CNW Telbec/ - iA Private Wealth (\n \n USA\n \n ) Inc. (\"iAPW-\n \n USA\n \n \") is pleased to announce the recent launch of business operations as a Canadian-based U.S. Registered Investment Advisor (RIA) firm.\n \n \n A subsidiary of iA Financial Corporation Inc. and sister company to iA Private Wealth Inc., iAPW-\n \n USA\n \n is an RIA firm offering integrated cross-border wealth management solutions for residents of the U.S. and\n \n Canada\n \n .\n \n \n Investment Advisors registered with the RIA will be dual licensed in both\n \n Canada\n \n and the U.S. and provide all client service from their Canadian offices. Working closely with clients to translate their personal needs into a strategy for their cross-border accounts, advisors can offer a comprehensive suite of wealth planning solutions, including servicing Canadian registered accounts through iA Private Wealth, as well as non-registered U.S. accounts and U.S. retirement accounts such as IRAs and\n \n 401k\n \n (s) through iAPW-\n \n USA\n \n .\n \n \n \"We are excited about the incredible potential of this new platform, as it will allow our advisors to provide a complete, holistic wealth management offering to their clients, regardless of whether they reside in\n \n Canada\n \n or the U.S.,\" said\n \n Stephan Bourbonnais\n \n , President & CEO, iA Private Wealth.\n \n \n Discretionary Accounts\n \n \n The integrated cross-border wealth management business will offer clients two different types of discretionary advisory accounts:\n \n \n \n Managed accounts in which advisors can make investment decisions on a client's behalf based on well‑defined guidelines outlined in an investment policy statement.\n \n \n Separately managed accounts, which provide clients with access to institutional-quality investment managers, simplified reporting and tax management.\n \n...