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Company: iA Private Wealth

6 results found
new label

Approval came nine months after the firm filed its initial application

  • By: Katie Keir
  • October 26, 2023 October 26, 2023
  • 12:56
a woman entering a door of unknown mystery

Wealth leader Stephan Bourbonnais wants the iA businesses to lead the way in the new self-regulatory regime

  • By: Katie Keir
  • February 15, 2023 February 15, 2023
  • 13:48
growth in challenging times

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
change direction

Across all segments of the industry, advisor and management shifts are taking place

plan idea

The firm’s third president in four years plans to improve advisor communication, support services

Stephan Bourbonnais headshot

Bourbonnais succeeds John Kelleway, who left the firm in early February