Richardson Wealth

iA Wealth, a division of iA Financial Group, is dedicated to guiding individuals on their financial journey towards success. With over $249.7 billion in assets under management and administration, iA Wealth offers a comprehensive range of wealth management services and investment solutions to help clients achieve their dreams. Through Investia and iA Private Wealth, individuals can access tailored wealth planning solutions and a broad range of investment products managed by independent investment advisor teams. iA Clarington, on the other hand, provides actively managed investment solutions through mutual funds, portfolio strategies, and Active ETF Series. For institutions and retail advisors, iA Capital Markets offers bespoke investment solutions with a blend of high-touch service and global market access. With offices in Montreal, Toronto, and Calgary, the firm specializes in equity, debt, and structured product underwriting, M&A advisory, and market research. Generated from the website content

Jonas Kelly-TD Wealth Private Investment Advice, situated in Winnipeg, Manitoba, offers a range of financial services to individuals seeking personalized wealth management solutions. With a focus on tailored investment strategies, the firm aims to assist clients in achieving their long-term financial goals. Whether one is looking for a knowledgeable Investment Advisor, skilled Portfolio Manager, experienced Private Banker, dedicated Financial Planner, or a proficient Wealth Advisor, the firm provides access to professionals who can offer expert guidance and advice. Emphasizing privacy and security, Jonas Kelly-TD Wealth Private Investment Advice is committed to upholding the highest standards of client confidentiality and legal compliance. Generated from the website content

iA Private Wealth, located in Winnipeg, Manitoba, is dedicated to supporting individuals, families, and business owners in achieving their financial goals. With a network of over 500 independent Investment Advisor teams, the firm offers comprehensive and tailored wealth management solutions, including access to a wide range of securities, mutual funds, wealth planning services, and investment accounts. As part of iA Wealth Group, the firm is backed by over 125 years of strength, stability, and trust as a division of iA Financial Group, one of the largest insurance and wealth management companies in Canada. Leveraging its expertise and resources, iA Private Wealth provides high-conviction, actively managed investment solutions through iA Clarington, offering diverse active strategies to investors across Canada. Furthermore, iA Capital Markets, a division of iA Wealth, combines personalized service with the breadth of a large financial institution, catering to investor and corporate clients with a range of services, including equity and debt underwriting, M&A advisory, and global securities trading. With a commitment to client success and a focus on delivering bespoke solutions, iA Private Wealth is a trusted partner in financial services. Generated from the website content