iA Private Wealth – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 12 Aug 2024 22:08:06 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png iA Private Wealth – Investment Executive https://www.investmentexecutive.com 32 32 CI acquires Laurentian’s discount broker division https://www.investmentexecutive.com/news/industry-news/ci-acquires-laurentians-discount-broker-division/ Mon, 12 Aug 2024 22:08:06 +0000 https://www.investmentexecutive.com/?p=490955 Deal includes about 2,050 clients and $250 million in assets

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]]> IAPW expects smooth transition for Laurentian advisors https://www.investmentexecutive.com/news/industry-news/iapw-expects-smooth-transition-for-laurentian-advisors/ Fri, 05 Apr 2024 21:31:27 +0000 https://www.investmentexecutive.com/?p=483293 Two firms use same vendors, and iA has experience recruiting corporate advisors

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]]> Laurentian sells retail brokerage to iA Financial https://www.investmentexecutive.com/news/industry-news/laurentian-sells-retail-brokerage-to-ia-financial/ Thu, 04 Apr 2024 21:26:58 +0000 https://www.investmentexecutive.com/?p=483161 Deal includes 16,000 accounts, $2 billion in assets, 30 advisors

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]]> iA Private Wealth approved for dual registration https://www.investmentexecutive.com/news/industry-news/ia-private-wealth-approved-for-dual-registration/ Thu, 26 Oct 2023 16:56:59 +0000 https://www.investmentexecutive.com/?p=473948 Approval came nine months after the firm filed its initial application

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]]> IA Financial Group aiming for dual-registered “one wealth” strategy https://www.investmentexecutive.com/news/industry-news/ia-financial-group-aiming-for-dual-registered-one-wealth-strategy/ Wed, 15 Feb 2023 18:48:54 +0000 https://www.investmentexecutive.com/?p=460357 Wealth leader Stephan Bourbonnais wants the iA businesses to lead the way in the new self-regulatory regime

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]]> Advisor business support growing across Canada’s wealth firms https://www.investmentexecutive.com/news/industry-news/advisor-business-support-growing-across-canadas-wealth-firms/ Thu, 24 Nov 2022 14:00:41 +0000 https://www.investmentexecutive.com/?p=455637 There's higher demand for advisor coaching and consulting that can't be ignored

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-5/ Fri, 03 Jun 2022 17:54:11 +0000 https://www.investmentexecutive.com/?p=445500 Across all segments of the industry, advisor and management shifts are taking place

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]]> New iA Private Wealth head promises to “win the hearts” of advisors https://www.investmentexecutive.com/news/industry-news/new-ia-private-wealth-head-promises-to-win-the-hearts-of-advisors/ Thu, 25 Mar 2021 18:12:28 +0000 https://www.investmentexecutive.com/?p=418652 The firm’s third president in four years plans to improve advisor communication, support services

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]]> Stéphan Bourbonnais to lead iA Private Wealth https://www.investmentexecutive.com/news/people/stephan-bourbonnais-to-lead-ia-private-wealth/ Tue, 23 Feb 2021 17:03:59 +0000 https://www.investmentexecutive.com/?p=416602 Bourbonnais succeeds John Kelleway, who left the firm in early February

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