Our Services

Portfolio Management

Estate planning

Tax-minimization strategies

Business succession planning

Benefits & pension administration

Retirement cash flow planning

Our Investment Dealer

TWM Group

We are TWM Group, an independent financial management team. Our Investment Committee has a strict research and analysis process to support every move we make in your portfolio.

iA Private Wealth Inc.

iA Private Wealth Inc. is the dealer for TWM Group. It ensures that all of our operations comply with requirements set by the Investment Industry Regulatory Organization of Canada.

iA Financial Group

iA Private Wealth Inc. is owned by iA Financial Group, one of the largest publicly-traded companies in the country with more than $86.9 billion under management as of date.

A better strategy for your life goals

We take the time to understand who you are and what you value to focus our strategy on your long-term goals.

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch to discuss your options.