Cross-Border Services
iA Private Wealth (USA) Inc. “IAPW-USA” offers comprehensive, holistic wealth management services for clients with a presence in both Canada and the United States. Part of the iA Financial group of companies, iAPW-USA is a Canadian based US Registered Investment Adviser. Dually employed by iAPW-USA and iA Private Wealth Canada, Jason Del Vicario is fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management. If you are a client living in the United States, Jason Del Vicario can help you. Under iAPW-USA, Jason is able to fully service any US Resident, or Canadian resident with US investment accounts held in the USA. If you are a client living in the United States, we can help you with all your investment needs. Contact us today for more information.
The iAPW-USA Difference
iA Private Wealth-USA advisors possess expertise in both North American markets, providing clients with a level of service that requires a unique set of skills and knowledge base. iA Private Wealth-USA advisors are equipped to support clients facing the challenges associated with cross-border financial management.
Investment Accounts – USA
- Individual & Joint Investment Accounts
- Corporation & LLC Investment Accounts
- Trust Investment Accounts including UGMA/UTMA
- 529 Education Savings Plans
Retirement Investment Accounts – USA
- Traditional Individual Retirement Accounts (IRAs)
- Roth Individual Retirement Accounts (Roth-IRA)
- Spousal IRAs for non-working spouses
- IRAs for minors with earned income
- 401(k) and Qualified Plans
- Employer-Sponsored Plans for small to large businesses through SEP and SIMPLE IRAs
Disclaimer
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 – https://www.adviserinfo.sec.gov
The information on the Cross Boarder Services web page is intended for use by persons resident and located in the United States only.