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iA Private Wealth Inc. acquired assets under administration of Laurentian Bank Securities Inc. retail division

Fasken
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Overview

Client

iA Private Wealth Inc.

iA Private Wealth Inc., a leading independent wealth manager in Canada, acquired assets under administration of the full-service retail brokerage division of Laurentian Bank Securities Inc.

This transaction involves approximately 15,000 client accounts and over $2 billion in assets under administration, representing an important milestone for the company.

A Fasken team comprised of Jean G. Morency, Julien Langlois, Guy C. Dion, Élise Renaud, Julie Uzan-Naulin, and Ali Aziez advised iA Private Wealth Inc. in this acquisition.

Jurisdiction

  • Québec

Team

  • Julien Langlois, Partner, Québec, QC, +1 418 640 2064, jlanglois@fasken.com
  • Guy C. Dion, Partner, Québec, QC, +1 418 640 2016, gdion@fasken.com
  • Élise Renaud, Partner | REGIONAL LEADER OF THE INVESTMENT PRODUCTS AND WEALTH MANAGEMENT GROUP, Montréal, QC, +1 514 397 7524, erenaud@fasken.com
  • Julie Uzan-Naulin, Partner, Montréal, QC, +1 514 871 5967, juzan@fasken.com
  • Ali Aziez, Associate, Québec, QC, +1 418 640 2037, aaziez@fasken.com