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Pl Winston Henry
Adjoint Aux Services Clients at Ia Private Wealth
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Work Experience
Adjoint Aux Services Clients
Aug 2024 - Present · 5 months
Senior Advisor Financial Planning
Sep 2021 - Aug 2024 · 2 years and 11 months
Assurance Banque Laurentienne
Financial Security Advisor
Sep 2021 - Aug 2024 · 2 years and 11 months
Company Details
201-500 Employees
iA Private Wealth offers holistic, tailored wealth solutions through a network of more than 500 independent Investment Advisor and Portfolio Manager teams. With over $48 billion in assets under administration, we are the partner of choice for discerning investors across Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services
HQ Location
1080, Grande-Allée Ouest, C.P, 1907, succursale Terminus Montréal, Québec G1K 7M3, CA
Keywords
wealth managementportfolio managementfinancial servicesinvestment planningand Financial planningFinancial planning
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