ACCUEIL / SERVICES
PORTFOLIO MANAGEMENT
The discretionary portfolio management service is provided by iA Private Wealth. We use an integrated approach to structure a diversified and personalized portfolio that minimizes risks, costs, and your tax bill. This is all based on rigorous strategic planning, aligned with your financial goals. Customized solutions ensure the sustainability of your wealth by enabling you to achieve your long-term objectives with peace of mind.
Only the products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. iA Private Wealth is a trade name and another name under which iA Private Wealth Inc. conducts its business. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.