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Cross-Border Wealth Management for Canadians with U.S. Interests
Simplify your international financial life and safeguard your assets on both sides of the border. 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, we specialize in tailored wealth management solutions designed for Canadian residents navigating U.S. investments, properties, or inheritances. Our team delivers strategic clarity, robust protection, and actionable guidance so you can pursue your ambitions with confidence—no matter where you call home.
Cross-Border Investing Made Simple
Comprehensive Wealth Services
Discover. Design. Deploy.
We use our proprietary approach to craft dynamic strategies that adapt to your evolving goals, delivering total clarity and meaningful progress.
Asset Management
Our U.S.-licensed team designs and manages your portfolios using advanced strategies, deep U.S. market expertise, and selective alternative investments to broaden your opportunities. Through thoughtful currency planning, disciplined oversight, and proactive adjustments, we position your U.S. assets intelligently—clearly tied to your larger financial ambitions.
Advanced Tax Mitigation
We proactively organize your U.S. tax obligations, clearly mapping IRS and state-level filing deadlines, anticipated payments, and withholding needs. From managing tax considerations on your investments or property sales (including FIRPTA), to navigating complex reporting requirements, our detailed, proactive approach provides you with clear visibility and keeps you confidently ahead of regulatory requirements.
Legacy & Estate Planning
We carefully evaluate your exposure to U.S. estate tax, recommend optimal titling strategies for your U.S.-based assets, and guide you on appropriate beneficiary designations under U.S. rules. Our strategic approach helps align your U.S. estate decisions effectively with broader legacy goals, providing clarity, efficiency, and thoughtful integration with your estate documents drafted in Canada.
Retirement & Investment Strategies
We deliver detailed guidance on asset allocation, required minimum distributions (RMDs), strategic rollovers, and tax-aware withdrawal strategies for your U.S. qualified retirement plans. Our proactive approach helps you effectively navigate IRS regulations and align your U.S.-based retirement assets with your broader financial goals, especially after you've returned to Canada.
Business Owner Planning
We help Canadian entrepreneurs manage their U.S. based business and investment interests by addressing U.S. tax obligations, structuring considerations, and regulatory compliance. Our tailored advice helps you safeguard your U.S. interests effectively, ensuring alignment with IRS and state guidelines.
Navigate Your Wealth with Confidence
Our team delivers strategic clarity, robust protection, and actionable guidance so you can pursue your ambitions with confidence—no matter where you call home.
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Understanding Our Structure
Information on this page is provided by iA Private Wealth (USA) Inc., an investment adviser registered with the U.S. Securities and Exchange Commission. It is intended for Canadian residents holding U.S.-domiciled assets. Canadian investment services are offered separately through iA Private Wealth Inc.
Each entity is separate, independently regulated, and provides services exclusively within its licensed jurisdictions.