Cross-Border Wealth Management

iA Private Wealth (USA) Inc. “IAPW-USA” offers bespoke, strategic, and comprehensive 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, Dustin Mann is regulated in Canada and the US, and is fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management.

Investment Accounts – USA

Retirement Accounts – USA

IAPW-USA is a registered investment adviser with its head office in Toronto, Canada. IAPW-USA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by IAPW-USA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of IAPW-USA current written disclosure statement discussing IAPW-USA’s business operations, services, and fees is available at the SEC’s investment adviser public information websitewww.adviserinfo.sec.govor from IAPW-USA upon written request.