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 over $235.4 billion in assets under management and administration.
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.
Find the support you need
Investia
A member of iA Financial Group, Investia Financial Services Inc. has been in operation since 1988. Now the largest independent mutual fund dealer in Canada, Investia offers a wide range of products and services associated with the distribution of mutual funds and segregated funds.
iA Private Wealth
We offer comprehensive, tailored wealth management solutions for individuals, families and business owners through a network of more than 500 independent Investment Advisor teams.
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.
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.
Learn more about iA Clarington
Over 125 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 $235.4 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.