Partners in your success
At iA Securities, we offer you the freedom and flexibility to deliver total wealth solutions to your clients, supporting you with innovative technology, a team-based approach and entrepreneurial freedom. However, that’s only half the story. iA Securities is also part of an impressive network of industry leaders focused on ensuring your practice’s well-being and success. Our strategic partners include:
One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. Offering a wide range of investments to individual investors through advisors, the company offers products that include actively managed mutual funds, managed portfolio solutions and socially responsible investments.
National Bank Independent Network
With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network (NBIN) is Canada’s leading provider of custody, trade execution and brokerage solutions to investment dealers and independent Portfolio Managers. NBIN is a division of NBF Inc. which is an indirect, wholly owned subsidiary of National Bank of Canada.
T.E. Wealth offers total wealth solutions and is dedicated to providing professional financial planning and investment management services to high net worth individuals, families and organizations across Canada. For over 45 years, the company has provided an unsurpassed level of professionalism and highly customized financial guidance on Wills and estate/succession planning, retirement planning, asset protection, insurance analysis, tax planning and philanthropy.
A holistic approach to your clients’ financial wellbeing considers their risk management, and so PPI’s goal is to provide you with the exceptional support you need to build and manage the insurance component of your practice.
A leading Canadian marketer of insurance solutions, PPI offers an unmatched level of actuarial, tax and specialized expertise encompassing all aspects of life insurance. You can access business building tools, a comprehensive product suite – including life insurance, living benefits and group employee benefits – and extensive supplier relationships. The level of dedicated support steps up even further when you work in the high net-worth market – with advanced planning and concepts, concierge services and insurance solutions from PPI Advisory.
Since 1978, PPI has delivered the calibre of estate planning and technical support that helps Canadians plan ahead for a secure future. From marketing to professional development to policy service, PPI’s insurance professionals are ready to meet your needs and help you deliver the best to your clients.
Capital Markets Equity Group
This team provides you and your clients with access to a number of new issues each year, including initial public offerings, special warrants and private placements. It maintains solid post-offering relationships with issuing companies and targets syndicate members that can offer excellent execution and provide research coverage.