Cross-Boarder Services

Protect, grow, and preserve your wealth, wherever it may be.

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.

Part of the iA Financial group of companies, iAPW-USA is a Canadian based US Registered Investment Adviser. Dually employed by iAPW-USA and iA Private Wealth Canada, Danny is licensed and regulated in Canada and the US, and is fully equipped to capture opportunities and navigate the challenges associated with cross-border financial management.

Canada and Beyond

Danny is also a Portfolio Manager with iA Private Wealth (USA) Inc. (“iAPW-USA”) a Canadian based US Registered Investment Adviser “RIA” offering integrated cross border wealth management solutions to residents of the United States. As a Portfolio Manager with iAPW-USA, Danny can work with clients residing in the United States who are looking for wealth management solutions.

The iAPW-USA Difference

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.

Investment Accounts - USA

  • Individual & Joint Investment Accounts

  • Corportation & 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

  • Qualified Retirement Plan Rollovers (401(k), 403(b))

  • Employer-Sponsored Plans for small to large businesses through SEP and

    SIMPLE IRAs

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.