Your Wealth, Our Passion.

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195,000

Clients

$73 Billion

Assets Under Management

475

Advisor Teams

Invested in Your Success

At iA Private Wealth, we are committed to your financial success. Whether you’re just beginning your wealth-building journey or planning a legacy for generations to come, we can help you reach your destination with confidence and peace of mind.

Simplify your life with research based financial advice,

tailored to your needs and delivered with care.

Our Client Focus

From the initial financial discovery meeting, to the creation of a wealth plan, through to the development of a customized investment portfolio, our focus is on you. Expect quick, responsive communications, and attention to detail.

Your Financial Assessment

Based on your current financial circumstances as well as your needs and expectations for the future, we take a team-based approach to help guide you towards achieving your desired financial objectives.

Your Wealth Plan

We develop research-based financial plans specific to your needs in areas such as: Investment Management, Retirement Planning, Estate Planning, Risk Management , Cashflow Management, and Tax Planning.

Our Investment Process

We focus on economic, market and company fundamentals. We research financial markets and analyze business opportunities using a Statistical Analysis toolkit. Our ultimate goal is to uncover investments with superior growth potential.

Our Clients

Our typical clients are busy professionals, entrepreneurs, or retirees with at least one of three objectives: Capital Growth; Capital Preservation; or Generating Income.

(Client Case Studies).

Get a Second Opinion on your Portfolio

“Desmond has built a portfolio for me that has performed exceptionally well, it was tailored to my risk level and retirement plans. What I appreciate about his counsel is the time spent explaining the market and investment environment, eliminating the noise, and providing the fundamental reasons for the decision being made by discussing the pros and cons of each selection. I get regular updates on economic and market conditions and how it will impact my portfolio. Desmond has educated me on investments and has calculated the amount of time I need to work before I can achieve the retirement that meets my expectations while maintaining the lifestyle I have come to enjoy.“

“After selling my home over 12 years ago, I asked Desmond to build a portfolio for me that would generate income to cover my living expenses. Even with all the many ups and downs in the market over the years, l am still maintaining my original capital and living off the income it generates. Thank you!“

Growing your Investments

Paying for Tuition

Retirement Planning

Selling your Business

Planning your Estate

Building a Legacy

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