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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AB
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Alexey Burakovski

Interim Chief Compliance Officer

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FK
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France Kingsbury

Chief Compliance Officer & Vice President

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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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SG
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Steven Gibbens

Managing Director, Foreign Exchange Trading

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SV
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Portfolio Manager

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

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

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JB
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Managing Director, Investment Banking

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JR
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Managing Director & Head of Healthcare Invest...

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JM
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Investment Banker

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HP
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Vice President, Portfolio Manager

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MC
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Assistant VP, Credit Risk & Cash Management

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Compare Similar Companies to iA Private Wealth

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
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-
1998
AS
Amy SatovExecutive VP, Distribution, Legal & Compliance
Odlum Brown
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-
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
Leith Wheeler Investment ...
$77.3M
51-200
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-
1982
JT
John TimmonsChief Technology Officer
Tanner Financial - Invest...
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-
1996
AW
Allison WendtTransformation Vice President, Information Technology
Purpose Investments
$5.3M
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Tyler Meyrick, Chief Financial Officer at Purpose Investments
Tyler MeyrickChief Financial Officer
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iA Private Wealth Tech Stack

A closer look at the technologies used by iA Private Wealth

Freshservice

By

Freshworks
Zingfit

By

Zingfit
NS1

By

NS1
Deltek Talent Management

By

Deltek
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: Tanner Financial - Investment Planning Counsel, DundeeWealth Inc., SLGI Asset Management, Purpose Investments What companies has iA Private Wealth acquired?
iA Private Wealth has acquired the companies: Industrial Alliance Securities, L'Excellence Compagnie d'Assurance-vie, IAS, GMP Capital What technology does iA Private Wealth use?
Some of the popular technologies that iA Private Wealth uses are: Freshservice, Zingfit, NS1, Deltek Talent Management 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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