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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2022
- Office Locations
- 8
Office Locations
About IA Private Wealth (USA) Inc.
iA Private Wealth USA (iAPW-USA) provides holistic cross-border wealth management for clients with ties to both Canada and the U.S., with a focus on high-net-worth needs. Advisors deliver financial planning, retirement accounts, asset management and discretionary, fee-based portfolio management, building customized allocations that can include ETFs and alternative investments. Custody includes Pershing.
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Owner & Executives
Zamir Bashardost
Chief Compliance Officer
- CRD
- #7412106
- Ownership
- Less than 5%
BRUNO BLOUIN
Chief Financial Officer
- CRD
- #5539908
- Ownership
- Less than 5%
Fusion meridian
Unison radial wave
- CRD
- #79871
- Ownership
- 6.3%
Showing 2 of 4 owners & executives
Unlock allContacts
Edward Joseph Balcewich
Portfolio Manager
- CRD
- #7978096
Katherine Mary Dickie
Investment Advisor Representative & Business Development Associate
- CRD
- #7955702
Insight catalyst
Foundation fusion
- CRD
- #32847
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,085,997 | $462,623 |
| Non-Discretionary | $0 | -- |
| Total | $135,085,997 | $462,623 |
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Separately Managed Accounts
Total SMA Asset: $135,085,997
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $643,115,177 | 20.9% |
| Cash | $1,058,524,503 | 34.4% |
| Corporate - Investment Grade | $538,493,570 | 17.5% |
| Public Funds | $433,871,962 | 14.1% |
| U.S. Government/Agency | $403,100,900 | 13.1% |
| Total | $3,077,106,112 | 100.0% |