iA Private Wealth
Invested In Your Success
Invested In You
iA Private Wealth’s vision and purpose is defined by the promise captured in three simple words: invested in you. Their goal is to be your trusted, lifelong partner, dedicated fully to helping you grow and preserve your wealth and build a legacy of financial success for generations to come.
Over 130 Years Of Strength And Stability
iA Private Wealth is part of iA Financial Group, one of the largest insurance and wealth management firms in Canada, with operations in the United States. Founded in 1892, iA Financial Group is now a publicly traded company (Ticker: IAG) and has more than $205.6 billion assets under managements, serving more than four million clients1.
Invested In You.
iA Private Wealth offers tailored wealth management solutions through a network of more than 460 independent Investment Advisor teams. With over $50 billion in assets under administration, we are the partner of choice for discerning investors across Canada2.
In 2024 iA Private Wealth ranked 4th out of 14 firms in the J.D. Power Canada Full-Service Investor Satisfaction Study.
Where Does Lighthouse Wealth Management Fit In
Lighthouse Wealth Management operates as an independent investment advisory team within iA Private Wealth. This affiliation allows Lighthouse to leverage the resources and support of the largest financial institutions in Canada, while maintaining its own independence and prioritize the unique needs and goals of its clients.
By being part of iA Private Wealth, Lighthouse Wealth Management can access a wide range of investment products and services, enhancing its ability to tailor solutions for clients. This partnership ensures that Lighthouse can focus on personalized, strategic wealth management, backed by the infrastructure and stability of a reputable financial group.
Why The Elephant
In 1992, iA Financial Group adopted the elephant as a company symbol. This choice was guided by five shared qualities:
- Wisdom gained through experience
- Attentiveness
- A sense of responsibility
- Strength
- Stability
Chart source: J.D. Power 2024 Canada Full-Service Investor Satisfaction Study SM
1 As of September 30th, 2023
2 As of December 31st, 2023