Mann Wealth Management best serves individuals with investment assets in excess of $1 million.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
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Senior Wealth Advisor & Portfolio Manager
A recognized leader in wealth management, Dustin Mann has been advising high-net-worth individuals, families, corporations, charitable foundations, endowment funds, and institutional investors since 2007. Dustin leads a practice built on the foundations of risk mitigation and delivering prudent strategies focused on wealth accumulation and ensuring your wealth is preserved and passed down to future generations.
With his innovative ideas and comprehensive approach, Dustin’s scope of work extends well beyond portfolio management. Dustin collaborates with industry experts in both Canada and the United States, working closely with his clients on all their financial matters including private and public investment opportunities, cash flow management, retirement income optimization strategies, tax minimization strategies, retirement planning, wills and estate planning, business succession advice, philanthropy, and legacy planning.
Unlike most advisors, Dustin focuses on helping his clients maximize their after-tax returns by designing tax-efficient investment portfolios, which could have a significant impact on a client’s wealth preservation over time. Dustin understands the tax bill is often the biggest expense in a portfolio, and at the highest level of tax, every dollar saved is equivalent to more than two dollars earned. He believes, “It’s not about how much money you make. It’s about how much money you keep.”
Dustin has obtained his Options and Derivatives license. Dustin is dual-licensed in Canada and the United States to help capture the opportunities and navigate the challenges associated with cross-border wealth management.
2023 “Top 100 People in Finance” North America
Vice President, iA Private Wealth
Investment Products & Platforms
James Gauthier has been involved in investment research since 1997 and has repeatedly been ranked first as an investment analyst in the Finance and Investment (FI) survey. He is a holder of the right to use the Chartered Financial Analyst ®. James is an internal collaborator and provides Mann Wealth Management with investment research.
Wealth Associate
Lucy Banks is a Wealth Associate at Mann Wealth Management providing operational and special project support to further enhance our clients’ experience.
Lucy is a member of the Investment Committee and assists with investment research, risk assessment, analysis of market trends, and performance analysis.
Lucy brings offshore wealth management experience having worked previously in Jersey, Channel Islands.
In her free time, Lucy loves playing sports, especially tennis and netball. Lucy is an avid skier and is qualified in Canada as an instructor.
