Our Services
Private portfolio management
Complete insurance services, including benefits andÂ
pension administration
Retirement cash flow planning and business succession
Estate planning & tax minimization strategies
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.
