What is wealth management?
Building, developing and preserving wealth requires planning and a well-rounded, comprehensive vision. At every stage of your financial journey, iA Wealth is committed to helping you achieve your dreams with a comprehensive range of wealth management services and investment solutions to optimize the management of your assets.
Did you know?
iA Financial Group has $330 billion in assets under management and administration.
Wealth transfer: preparing the next step
Preparing your wealth transfer protects the people you care about and ensures your assets are passed on smoothly and efficiently.
As Canada experiences a historic generational wealth transfer, thoughtful planning matters more than ever.
A strong plan helps you:
- Protect your beneficiaries
- Simplify the process and reduce delays
- Reduce tax impacts
- Preserve family harmony
Comprehensive planning for all aspects of your life
Investment
Your advisor will create a plan to meet your expectations and goals, particularly with regard to retirement.
Saving and loans
Using your needs and expectations as a foundation, your advisor will help you set and achieve your savings goals.
Education planning
With the help of your advisor, you'll gain a better understanding of your options for maximizing the value of a Registered Education Savings Plan (RESP).
Tax planning
What's the most tax-efficient way to build your portfolio? A full assessment of your situation by your advisor will help you determine this.
Risk management
There are many things that can have an impact on your financial wellbeing. Your advisor will develop a risk management plan that takes all possibilities into account.
Will and estate planning
To plan the preservation and transfer of your assets, your advisor will help you keep an eye on the horizon by understanding your situation and your wishes.
Find the support you need
iA Financial Group
Offers insurance, savings and retirement solutions to protect your family and grow your wealth, including segregated funds with strong guarantees and estate‑planning benefits.
Investia Financial Services
Now the largest independent mutual fund dealer in Canada, Investia offers a wide range of mutual fund solutions with expert advice to support your investment growth at every life stage.
iA Private Wealth
Offers comprehensive, tailored wealth management solutions for individuals, families and business owners through a network of more than 500 independent portfolio managers and investment advisors.
Our Commitment
Getting to know you
Getting to know you will help us understand you better. What are your values? What are your ambitions? By talking with you, our advisors can create a savings strategy that fits with your life and your dreams.
Advising you
Our qualified advisors put their expertise to work to make your dreams a reality. Listening closely to your needs, they’ll propose a clear and effective action plan to help you reach your goals. Statistics have proven that people who use an advisor save more on average!
Supporting you
Whatever happens in your life or in the economic world, our advisors will help you stay on track toward your retirement or other goals. Their experience and reassurance will help you weather any storms. Their tools, specially adapted to each situation, will help you make the right financial decisions.
iA Clarington: Active investment solutions
One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated investment landscape, to help you build, grow and preserve your wealth. The firm offers a wide range of solutions to individual investors through their advisors, including actively managed mutual funds, all-in-one portfolios, Active ETF Series and socially responsible investments.
Over 130 years of strength, stability and trust
iA Wealth is a division of iA Financial Group, one of the largest insurance and wealth management companies in Canada, with operations in the United States.
Founded in 1892, iA Financial Group is also one of Canada’s largest public companies, with more than $330 billion in assets under management and administration.
Join our team
A career at iA Wealth
Looking for a rewarding career in financial services? We have a wide range of opportunities for talented, committed professionals, and offer attractive compensation and benefits.
Advisor opportunities
More and more advisors are looking to iA Wealth as the partner of choice for building and growing an independently owned and operated business with an unwavering focus on client success.