iA Gestion privée de patrimoine inc. is focused on achieving financial success for its clients by providing personalized advice, investment solutions, and effective financial planning. The team works closely with clients and their families to align with their goals and navigate life changes. Their services encompass portfolio management, wealth management, and fiduciary services, ensuring comprehensive support in financial matters. The firm's intended clients include individuals seeking expert guidance in retirement, tax, estate planning, and risk management.Explore more
SIC Code 62,628NAICS Code 52,523Show more