iA Private Wealth

07/28/2025

Very exciting news! Richardson Wealth Limited shares our unwavering commitment to independent advice and we are thrilled that it will be joining the iA family.

Big news! 📢

iA Financial Group is proud to announce that it has entered into an agreement to acquire Richardson Wealth Limited, strengthening iA’s position in the Canadian independent wealth management space. 👏

This strategic move will add more than $40B in assets under administration and will unlock powerful synergies across technology, operations and innovation, enhancing our advisor platform and elevating the personalized experience we deliver to clients.

Thank you to all the teams and partners who contributed to making this possible.

For more details: https://ow.ly/IS0H50WvXLr

06/16/2024

Happy Father’s Day to all the amazing dads out there! Today, we want to shine the spotlight on one of our own, Jordan Vallée, who not only excels in his role at iA Wealth, but whose dedication, hard work and compassion extend beyond his work to his very important role as a father. 👨‍👧

As a blood donor, Jordan is also committed to his community. Encouraged by his future wife who worked for Canadian Blood Services at the time, Jordan has been giving blood since 2018. Since then, he’s continued in this vein and, having seen first-hand the invaluable contribution these donations make, he encourages his loved ones and friends to do the same. Jordan recently lost his father, and he and his family donate every two months in his memory. His father was the recipient of many blood transfusions, so this seemed like a great way to honour him.👏

Join us in celebrating Jordan and all the incredible fathers who make a difference in the lives of their children every day. 🎉

05/27/2024

Aside from the emotional strain, divorce can mean big trouble for your finances if you’re not careful. Our latest article looks at four steps you can take to safeguard your wealth. https://ow.ly/9xO450RUfJQ

04/22/2024

By using our mobile app, you’ll reduce your paper consumption and carbon footprint. And that’s a great way to support Earth Day! 🌍

Plus, our mobile app has many benefits, such as:

- 24/7 convenient access
- Comprehensive overview of account info
- Direct access to statements and tax documents
- Secure document exchange with your advisor
- Enhanced security thanks to biometrics

In choosing to go digital, you’re helping to create a greener future!

Download it today! 📲

App Store 👉 https://ow.ly/Tazr50Rl5cK
Google Play 👉 https://ow.ly/TSek50Rl5ee

03/28/2024

We are pleased to welcome Catherine Fournier, Jean-Clément Delisle and Sophie Mercier to iA Private Wealth. Based in Québec City, each member of the team is passionate about managing the financial health of physicians and their families. With complementary skills, they’re able to offer holistic advice covering financial management, tax planning, investment portfolios, and retirement and estate planning – all tailored to the financial needs of Canada’s healthcare professionals. Fully committed to maintaining the highest standards of client service, the team exemplifies the values that make iA Private Wealth a leading wealth management firm.

03/26/2024

It’s tax time, which can be a little overwhelming no matter how many times you’ve gone through the ritual. Read our latest article for a handy checklist that’ll get you well on your way towards a stress-free filing. https://ow.ly/3EmY50R1CFg

It’s tax season, and no matter how many times you’ve gone through the ritual of preparing your income tax return, our refresher will help get you...

03/25/2024

03/19/2024

Spring is here, with a burst of energy and an explosion of colour. It’s also tax season, and that means it’s the ideal time for a financial spring clean: review your savings and investment plans and think about how you could invest your refund wisely. Let an iA Private Wealth advisor help. Go to https://ow.ly/buJu50QWOom

03/08/2024

At iA Financial Group, we’re proud to celebrate International Women's Day. 🤝

We want to support women’s development in all aspects of life, in particular through our mentoring program in partnership with Women in Capital Markets, through our Employee Resource Group (ERG) Women and Allies Network, through initiatives in equity, diversity and inclusion and through our many philanthropic commitments to women’s causes.

In support of this important day, our President and CEO, Denis Ricard, a member of the Women and Allies Network, joined a number of employees at our head office for our most recent town hall.

Do you know any inspirational women? Want to tell us about it? Tell us about them in the comments under this post. 👇

Who knows? Maybe you’ll inspire more people to join this wave of celebration and recognition! 💡