What we offer
At iA Securities, we believe that helping you invest in your clients begins and ends with investing in you.
As the investment industry continues to evolve — from changing fee structures and increased regulatory pressures to new technologies and more personalized ways of engaging with investors — your role as an Investment Advisor is shifting as well. That’s why it’s vital to have a partner that fully supports your efforts to invest in your clients and your business.
Our respect for your entrepreneurial spirit is what inspires and drives us. We understand that the most effective way for you to deliver the right total wealth solutions is to allow you to make the decisions that you feel are in the best interests of your clients.
Through our independent business model, we offer more support, flexibility and autonomy than any firm in Canada. And as a leading Canadian wealth management company, we continue to make significant capital investments in our leadership, infrastructure, people and partnerships to support your efforts and make it easy for you to work with us. Here are a few of the ways we’re invested in you:
High payout model
You run your business. You control your expenses. We provide the high payout that gives you the freedom to make the decisions that are right for you and your clients.
Our unrivalled fee-based programs support your wealth strategies and add value to your client relationships.
Services & support
Our array of support programs not only streamline administration, but ensure you have the market knowledge and wealth management tools and resources to provide exemplary client service.
Tools & technology
Innovative tools and technology can help you more intimately understand your clients’ goals and objectives, manage their data and streamline processes.
Training & development
We’ll help you and your team better perform your duties and provide the best service possible.
Our rewards and recognition programs and events demonstrate our appreciation for all your hard work.