Our Services

Private portfolio management

Complete insurance services, including benefits and 
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.

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 with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.