Company Information

Get to know PWM Private Wealth Counsel, iA Private Wealth

PWM Private Wealth Counsel is a trademark and business name used by a team of investment advisors within iA Private Wealth Inc. The group focuses on delivering integrated wealth management solutions, including financial planning, investment management, retirement planning, and estate strategies, primarily for high-net-worth clients. Their stated mission is to help clients achieve their financial goals through a disciplined and personalized process. PWM operates under the umbrella of iA Private Wealth, which is the wealth management division of iA Financial Group, one of Canada's largest insurance and wealth management companies.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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PWM Private Wealth Counsel, iA Private Wealth

Canada

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.