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Canada
2014 (12 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know CrossPoint Financial | iA Private Wealth Inc.
Company Information
Get to know CrossPoint Financial | iA Private Wealth Inc.
CrossPoint Financial is a trade name for a team of financial advisors who are part of iA Private Wealth Inc. They specialize in providing personalized wealth management services, including investment management, retirement planning, insurance solutions, and estate planning. Their stated mission is to help clients achieve their financial goals through a disciplined and structured process. CrossPoint Financial operates under the legal and regulatory framework of iA Private Wealth Inc., which is a major Canadian investment dealer and a wholly-owned subsidiary of iA Financial Group.
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