PWM Private Wealth Counsel is a trademark and business name used by a team of investment advisors within iA Private Wealth Inc. The group focuses on delivering integrated wealth management solutions, including financial planning, investment management, retirement planning, and estate strategies, primarily for high-net-worth clients. Their stated mission is to help clients achieve their financial goals through a disciplined and personalized process. PWM operates under the umbrella of iA Private Wealth, which is the wealth management division of iA Financial Group, one of Canada's largest insurance and wealth management companies.

Founded in

Canada