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Short Financial
iA Private Wealth
About iA Private Wealth, Short Financial

About iA Private Wealth

Our vision and purpose.

About iA Private Wealth

Our vision and purpose.

Invested in You

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.

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).

All figures as of January 31, 2023.

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.