Cross Border Services

Part of our service offering includes investment management and planning for clients who have a presence in both Canada and the United States. This is done through iA Private Wealth (USA) Inc., “IAPW-USA” a division of the iA Financial Group of Companies.

iAPW-USA is a Canadian based US Registered Investment Adviser, regulated by the SEC. Jack Fournier and Travis Kidson are dually employed by iAPW-USA and iA Private Wealth Canada, and are licensed to service clients living in Canada and/or the United States.

The iAPW-USA Difference

Being registered in both Canada and the US, we possess expertise in both North American markets, providing clients with a unique skill and knowledge set to help with challenges associated with cross-border financial management. We maintain professional networks to assist our clients with financial planning, taxation, and legal services as required.

How We Can Help

• IRA and 401(k) rollover

• Investment accounts for US residents, entities, and corporations

• Navigating cross-border portfolios

• Passive Foreign Investment Company (PFIC) rule navigation

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 –  HYPERLINK "http://www.adviserinfo.sec.gov" www.adviserinfo.sec.gov  or from IAPW-USA upon written request. www.iaprivatewealthusa.com