US Clients – Cross Border Services
Who We Are – IA Private Wealth USA
iA Private Wealth (USA) Inc. “IAPW-USA” offers comprehensive, holistic wealth management services for clients with a presence in both Canada and the United States.
Part of the iA Financial group of companies, iAPW-USA is a Canadian based US Registered Investment Adviser. Dually employed by iAPW-USA and iA Private Wealth Canada, Robert Abboud and Stephane Morghese are fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management.
If you are a client living in the United States, we can help you. Under iAPW-USA, we are able to fully service any US Resident, Dual Citizen, or Canadian with US investment accounts in the USA. If you are a client living in the United States, we can help you with all your investment needs. Contact us today for more information.
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Advisory Services
Our advisors deliver a wide range of investment solutions, including asset management services, retirement accounts, and financial planning services.
Portfolio Management
iAPW-USA advisors offer complete portfolio construction and management capabilities, including discretionary and fee-based portfolios.
Wealth and Tax Planning
Our advisors will provide you with a tailored wealth management plan and tax planning steps aimed at helping you achieve your short and long-term goals.