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.

Founded in

Canada