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OUR VISION AND PURPOSE

About iA Private Wealth

Get Ahead

The single most important ingredient of your long-term financial success is working with an Investment Advisor you can trust to develop a comprehensive wealth plan – one that’s tailored to your specific goals and helps you grow and preserve your wealth.

Whether you’re just beginning your financial journey or planning a legacy for generations to come, we can help you reach your destination with confidence and peace of mind.

ShortFinancial and iA Private Wealth provides our clients with the best of both worlds:

iA Private Wealth provides the backing of one of the largest financial institutions in Canada. ShortFinancial operates as a truly independent operation with no requirement to sell in house products. This means clients can only expect the utmost trust and confidence in our fiduciary duty to act in your best interest.

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Over 130 Years of Strength and Stability

Invest with confidence

iA Private Wealth is part of iA Financial Group – one of the largest insurance and wealth management firms in Canada, with operations in the United States. Founded in 1892, iA Financial Group has over four million clients, 8,600 employees and 50,000 representatives coast to coast. It is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).