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.

Preserve and grow your wealth, wherever it may be…

Our Services

Advisory

Our advisors deliver a wide range of investment solutions, including asset management services, retirement accounts, and financial planning services.

Wealth Planning

Our advisers work with clients to develop personalized wealth management strategies designed to align with their individual financial goals. We focus on understanding your unique needs to help you pursue both short-term and long-term objectives.

Portfolio Management

iAPW-USA advisors offer complete portfolio construction and management capabilities, including discretionary and fee-based portfolios.

Who we Serve - Canadian residents moving to the U.S.

Moving to the U.S. will bring many changes to your life, but your wealth management relationship does not have to be one of them. Equipped to manage your assets in the U.S., your advisor can continue to service your wealth portfolio.

Dually employed by iAPW-USA and iA Private Wealth Canada, Danny is fully equipped to capture opportunities and navigate the challenges associated with cross-border financial manage

Danny Leung, CFP®, CIM®, CIWM, FMA, FCSI, TEP, Portfolio Manager, Senior Wealth Advisor

Canada and Beyond

Danny is also a Portfolio Manager with iA Private Wealth (USA) Inc. (“iAPW-USA”) a Canadian based US Registered Investment Adviser “RIA” offering integrated cross border wealth management solutions to residents of the United States. As a Portfolio Manager with iAPW-USA, Danny can work with clients residing in the United States who are looking for wealth management solutions.

The iAPW USA Difference

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

Product Offerings

Our advisors have access to a range of wealth management solutions, including alternative investments, which they can use to tailor portfolios according to the specific needs and objectives of each client.

HNW Solutions

Our advisors are experienced in addressing the specific needs of high-net-worth clients. They are committed to understanding your individual circumstances and goals to develop a wealth management plan tailored to your financial objectives.

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 

  • Qualified Retirement Plan Rollovers (401(k), 403(b)) 

  • Employer-Sponsored Plans for small to large businesses through SEP  

  • SIMPLE IRAs

Best-in-Class Partners

We only partner with the industry’s best. For example, our custodian, Pershing LLC, is an industry leader and is fully committed to ensuring our advisors are equipped to deliver a superior client experience.

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 – www.adviserinfo.sec.gov or from iAPW-USA upon written request. www.iaprivatewealthusa.com. 


The information on this website is intended for use by persons resident and located in the United States only