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26 Wellington St. East Suite 700, Toronto, Ontario M5E 1S2 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED | 2024-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ia Private Wealth Inc | Winnipeg | 06/2006 | Present | |
| Ia Private Wealth (Usa) Inc. | Winnipeg | 08/2022 | Present |
iA Private Wealth Inc. ("IAPW"), a registered investment dealer with CIRO, is the Canadian Affiliate and sister company to iA Private Wealth (USA) Inc. The business is investment related. Ed Balcewich is located at 238 Portage Ave, 3rd Floor, Winnipeg, Manitoba, Canada and has been employed since 04/2014. He is a full time agent and his title with IAPW is Portfolio Manager. He devotes 160 hours a month to this business during Business and Trading hours. His job duties include portfolio management and sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-14 |
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