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iA Private Wealth USA

Financial Services

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iA Private Wealth USA
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    Gabriel Azancot, CIM® Associate Investment Advisor at Ruah Azancot Wealth Management with iA Private Wealth Inc. and Associate Investment Advisor with iA Private Wealth (USA) Inc.
    • Greater Montreal Metropolitan Area
    • Top 10%
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    Michael Preto Portfolio Manager at Hillside Wealth Management | iA Private Wealth Inc. | iA Private Wealth (USA) Inc.
    • Top 10%
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    Richard Geller Investment Advisor at iA Private Wealth Inc. and iA Private Wealth (USA) Inc.
    • Montreal, Quebec, Canada
    • Top 5%
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    Sean Meshke Portfolio Manager at iA Private Wealth Inc. and iA Private Wealth (USA) Inc.
    • Canada
    • Rising Star
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    Amanda Trian, CFA Portfolio Manager at iA Private Wealth Inc. and iA Private Wealth (USA) Inc., Insurance Advisor at Trian Financial Corp. | I help business owners & professionals minimize their taxes and retire comfortably.
    • Toronto, Ontario, Canada
    • Rising Star
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Overview

A wholly owned subsidiary of iA Financial Corporation Inc., iA Private Wealth USA offers comprehensive, holistic wealth management services for clients with a presence in both Canada and the United States. Registered and licensed in both countries, our advisors are fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management. iA Private Wealth (USA) Inc. is a registered investment advisor. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. The advisor believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: https://iaprivatewealthusa.com/