Cross Border Services

Comprehensive, Holistic Wealth Management
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, Naveen Kumar 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, Naveen Kumar can help you. Under iAPW-USA, Naveen 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

Naveen possess expertise in both North American markets, providing clients with a level of service that requires a unique set of skills and knowledge base. With Canadian and US market proficiency, 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 who 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 or from IAPW-USA upon written request.

Learn how we can help you achieve your financial goals

Working with you at various stages of life

“As an independent wealth management team, we guide our clients, helping them to preserve and grow their wealth over multiple generations. We focus on advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping our clients pass on a legacy to their loved ones”

833-292-3651 (Toll-Free) / 647-200-5204

info@accuretawealth.com

Company

Services

Location

Sussex Centre
1400-90 Burnhamthorpe Road West
Mississauga, ON, L5B 3C3

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

*Insurance products and services are offered through Accureta Wealth Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

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