iA Private Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 201-500 Employees

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Overview

Headquarters

1981 Av Mcgill College Suite 800, Montre...

Phone Number

(514) 499-1066

Website

www.iaprivatewealth.ca

Revenue

$128.9 Million

Industry

Finance Securities Trading Lending & Brokerage

About iA Private Wealth

iA Private Wealth, founded in 2002 and headquartered in Montreal, Quebec, is a Canadian financial services company specializing in wealth management solutions. The firm offers comprehensive services including retirement planning, mutual funds, alternative investments, and other financial products through its mobile app and multiple office locations across North America. As a business-to-business service provider in the investment sector, iA Private Wealth delivers specialized financial expertise to help clients achieve their investment goals.Explore more
iA Private Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

iA Private Wealth Org Chart

Adam Elliott, President & Chief Executive Officer at iA Private Wealth
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Adam Elliott

President & Chief Executive Officer

PhoneEmail
DA
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David Anderson

Head Executive VP, Capital Markets

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FP
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Frederic Paquette

Executive VP, National Business & Sales

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FK
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France Kingsbury

Chief Compliance Officer & Vice President

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AB
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Alexey Burakovski

Interim Chief Compliance Officer

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PS
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Phouphet Soutannouv...

Director, Corporate Controller

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MB
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Michelle Bellissimo

Controller

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SV
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Stephanie VanDerMee...

Portfolio Manager

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AG
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Portfolio Manager

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DD
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Portfolio Manager

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JR
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Managing Director & Head of Healthcare Invest...

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JB
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Managing Director, Investment Banking

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VJ
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Managing Director & Head of Co- of Equity Cap...

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SG
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Managing Director, Foreign Exchange Trading

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JM
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Investment Banker

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RP
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Managing Director & Head of Co- of Equity Cap...

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HP
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Vice President, Portfolio Manager

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Compare insights from companies similar to iA Private Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

iA Private Wealth

$128.9M
201-500
Private
-
2002
Adam Elliott, President & Chief Executive Officer at iA Private Wealth
Adam ElliottPresident & CEO
DundeeWealth Inc.
$335.3M
501-1,000
Private
-
1998
JS
Jane SillbergVice President, Human Resources
Odlum Brown
$141.8M
201-500
Private
-
1923
Peter Pacholko, Chief Operating Officer & Chief Financial Officer at Odlum Brown
Peter PacholkoChief Operating Officer & Chief Financial Officer
SLGI Asset Management
$128.9M
201-500
Private
-
2015
SM
Sonia MaloneyVice President, Strategy & Chief Operating Officer, Slgi
Tanner Financial - Invest...
$19.1M
51-200
Private
-
1996
AW
Allison WendtTransformation Vice President, Information Technology
Purpose Investments
$5.3M
201-500
Private
-
2012
Tyler Meyrick, Chief Financial Officer at Purpose Investments
Tyler MeyrickChief Financial Officer
CI Investments
<$5M
51-200
Private
-
1965
CK
Curtis KladePresident & Owner
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iA Private Wealth Tech Stack

A closer look at the technologies used by iA Private Wealth

NS1

By

NS1
Google Universal Analytics

By

Google
StackAdapt

By

StackAdapt
Proofpoint

By

Proofpoint
See more technologies

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Frequently Asked Questions Regarding iA Private Wealth

What is iA Private Wealth's official website?
iA Private Wealth's official website is www.iaprivatewealth.ca What is iA Private Wealth's Revenue?
iA Private Wealth's revenue is $128.9 Million What is iA Private Wealth's SIC code?
iA Private Wealth's SIC: 62,628 What is iA Private Wealth's NAICS code?
iA Private Wealth's NAICS: 52,523 How many employees does iA Private Wealth have?
iA Private Wealth has 201-500 employees What industry does iA Private Wealth belong to?
iA Private Wealth is in the industry of: Finance, Securities Trading, Lending & Brokerage What is iA Private Wealth competition?
iA Private Wealth top competitors include: CI Investments, Tanner Financial - Investment Planning Counsel, DundeeWealth Inc., SLGI Asset Management What companies has iA Private Wealth acquired?
iA Private Wealth has acquired the companies: Industrial Alliance Securities, Jovian Capital, Felcom Data Services, L'Excellence Compagnie d'Assurance-vie What technology does iA Private Wealth use?
Some of the popular technologies that iA Private Wealth uses are: NS1, Google Universal Analytics, StackAdapt, Proofpoint How do I contact iA Private Wealth?
iA Private Wealth contact info: Phone number: (514) 499-1066 Website: www.iaprivatewealth.ca What does iA Private Wealth do?

iA Private Wealth, founded in 2002 and headquartered in Montreal, Quebec, is a Canadian financial services company specializing in wealth management solutions. The firm offers comprehensive services including retirement planning, mutual funds, alternative investments, and other financial products through its mobile app and multiple office locations... across North America. As a business-to-business service provider in the investment sector, iA Private Wealth delivers specialized financial expertise to help clients achieve their investment goals.Read More

 What are iA Private Wealth social media links?
iA Private Wealth Linkedin page iA Private Wealth Twitter page iA Private Wealth Facebook page Is iA Private Wealth a public company?
iA Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about iA Private Wealth

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