Cross-Border Wealth Management USA
iA Private Wealth (USA) Inc. "iAPW-USA" offers comprehensive, holistic wealth management services for clients with a presence in both Canada and the United States.
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Part of the iA Financial group of companies, iAPW-USA is a Canadian based US Registered Investment Advisor. Dually employed by iAPW-USA and iA Private Wealth Canada, under IAPW-USA, we are fully equipped to serve our clients living in the United States. Our team understands the cross-border challenges you may encounter and is here to help you capture those opportunities available in your financial management.
HOW WE CAN HELP
Types of Accounts
Investment Accounts – USA
- Individual & Joint Investment Accounts
- TOD: Transfer on Death Accounts
- Corporation & LLC Investment Accounts
- Trust Investment Accounts including UGMA/UTMA
- 529 Education Savings Plans
Retirement Investment Accounts – USA
- Traditional Individual Retirement Accounts (IRAs)
- Roth Individual Retirement Accounts (Roth-IRA)
- Spousal IRAs for non-working spouses
- IRAs for minors with earned income
- 401(k) and Qualified Plans
- Employer-Sponsored Plans for small to large businesses through SEP and SIMPLE IRAs
Providing Solutions
Being registered in both Canada and the US, iA Private Wealth-USA advisors possess expertise in both North American markets, providing clients with a level of service that requires a unique set of skills and knowledge base. With Canadian and US market proficiency, iA Private Wealth-USA advisors are equipped to support clients facing the challenges associated with cross-border financial management.
BNY Mellon | Pershing
As an investor, you place a lot of trust in your financial advisor. But did you know that there’s a company that helps your advisor earn that trust, working behind the scenes to help protect your assets and provide solutions that may help you achieve your financial goals? That’s the power of BNY Mellon | Pershing! * Pershing has been committed to the safekeeping, servicing and reporting of assets for investors for almost 85 years. Pershing is the trusted choice with more than 7.5 million investor accounts and over $2.0 trillion in client assets worldwide.*
* As of December 31, 2022
Millionaire Status
We like to use the term "millionaire status" as it is easily quantifiable. It simply means a person whose net assets (total assets minus total debts) are in excess of $1 Million. Our main objective is to help our clients get to and exceed millionaire status.
The term millionaire resonates well with our clients and provides a clear milestone for individuals to track their progress toward financial independence.
Debt Elimination
97% of millionaires surveyed in a recent study* indicated that they did not use debt to build wealth. We find that when people have no debt, they eliminate the hurdles of bank interest, fees, and service charges. Lack of debt and a good income is a powerful combination on the path to growing tremendous wealth.
* Ramsey Solutions, The National Study of Millionaires
Portfolio Management
Our clients want to see their assets grow with an understandable game plan and controllable risk on the downside via money management techniques. We mainly employ trend following, mean reversion and breakout strategies by trading & investing in investment grade securities that are listed on the NASDAQ and NYSE. These strategies are very effective and easy to understand processes, which involves investing in what is currently working and ignoring what is not.
IAPW-USA is a registered investment adviser with its head office in Toronto, Canada. IAPW-USA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by IAPW-USA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of IAPW-USA current written disclosure statement discussing IAPW-USA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from IAPW-USA upon written request. www.iaprivatewealthusa.com