iA Private Wealth

3155 Ernest-Hemingway Av

Saint-Laurent, QC

iA Private Wealth is a financial services firm based in Saint-Laurent, QC, specializing in wealth management and investment advisory services for individuals and families. With a focus on personalized financial planning, the firm aims to help clients achieve their long-term financial goals through tailored strategies and expert guidance.

By offering a range of investment options and financial solutions, iA Private Wealth strives to provide comprehensive and holistic financial advice to clients, ensuring their financial well-being and security. With a team of experienced professionals, the firm is dedicated to delivering customized solutions that align with each client's unique circumstances and objectives.

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Robert Kleinerman - TD Financial Planner

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

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Sun Life Financial is a leading financial services company based in Montréal, QC, specializing in providing insurance, wealth management, and investment solutions to individuals and businesses. With a focus on helping clients achieve financial security and peace of mind, Sun Life Financial offers a range of products and services tailored to meet the diverse needs of its customers. Generated from their business information

Canada›Quebec›Saint-Laurent›iA Private Wealth