Private portfolio management
Complete insurance services, including benefits andÂ
pension administration
Retirement cash flow planning and business succession
Estate planning & tax minimization strategies
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. 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 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.
We take the time to understand who you are and what you value to focus our strategy on your long-term goals.