Cross-Border Wealth Management (USA)
iA Private Wealth USA (iAPW-USA) offers comprehensive, holistic wealth management services for clients with a presence in both Canada and the U.S. Registered and licensed in both jurisdictions, we are fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management.
OUR PHILOSOPHY
Assets Are King - Debt Is Dumb
Our belief is that a paid off home mortgage is the new status symbol of the wealthy. Some may think it’s a fancy car, yet we know that just about anyone can borrow money for an expensive sports car.
Providing Solutions
Many clients come to us not knowing where to begin, frequently asking the same questions. “What do I do first?… then what?” We provide a clear plan to our clients based around eliminating debt and building net worth.
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
Investment Strategies
We mainly employ trend following strategies by trading & investing in stocks that are listed on the NASDAQ, NYSE and TSX. Trend-Following is a very effective and easy to understand process, which involves investing in what is currently working and ignoring what is not.
Portfolio Management
As people's wealth increases, so does their financial complexities and risks. That is why clients hire us to manage their accounts for them. While our clients want to see their assets grow, they also want an understandable game plan along with controllable risks on the downside via money management techniques.
Disclosures and Disclaimers:
iA Private Wealth (USA) Inc. (“iAPW-USA”) is a wholly owned subsidiary of iA Wealth Group (USA) Inc., a holding company, which in turn is a wholly owned subsidiary of iA Financial Corporation Inc.
iA Private Wealth (USA) Inc. “iAPW-USA” is a registered investment adviser located 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. iAPW-USA’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of iAPW- USA’s website on the internet should not be construed by any consumer and/or prospective client as iAPWUSA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. 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. For information pertaining to the registration status of iAPW-USA, please contact the state securities regulators for those states in which iAPW-USA maintains a registration filing. A copy of iAPWUSA’s 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. iAPW-USA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to iAPW-USA’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.