Ia Private Wealth Usa
A wholly owned subsidiary of iA Financial Corporation Inc, iA Private Wealth USA offers comprehensive, holistic wealth management services for clients with a presence in both Canada and the United States. Registered and licensed in both countries, our advisors are fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management. iA Private Wealth (USA) Inc. is a registered investment advisor. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. The advisor believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: https://iaprivatewealthusa.com/
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Verified contacts
26
available on Kipplo
LinkedIn employees
51
5001 to 10000 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
26 contacts with verified email or phone · masked until revealed.
- MS
Michael Smith
President & Chief Compliance Officer, Ia Private Wealth (Usa) Inc · Other
EmailPhone - BF
Bob Foster
Portfolio Manager · Finance & Accounting
EmailPhone - CL
Candace Loughran
Senior Wealth Advisor · Sales & Business Development
EmailPhone - DH
Darrin Hopkins
Portfolio Manager · Finance & Accounting
EmailPhone - DM
Debbie Mendelson
Portfolio Manager · Finance & Accounting
EmailPhone - JD
Jason del Vicario
Portfolio Manager · Finance & Accounting
EmailPhone - MB
Michael Brintnell
Senior Portfolio Manager · Finance & Accounting
EmailPhone - MP
Michael Preto
Portfolio Manager · Finance & Accounting
EmailPhone - RM
Russell Morrison
Portfolio Manager · Finance & Accounting
EmailPhone
Showing 9 of 26 verified contacts
Top roles at Ia Private Wealth Usa
13 distinct titles indexed · top 10 shown.
- 9portfolio manager
- 5investment advisor
- 2senior wealth advisor
- 1associate portfolio manager
- 1associate wealth advisor
- 1business development advisor
- 1chief compliance officer
- 1investment adviser
- 1investment adviser representative
- 1investment advisor - ia private wealth usa
- +3more titles
Sign up to unlock all 26 contacts at Ia Private Wealth Usa
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