The following schedule outlines the standard administrative and account-related service fees. Should you have any questions, please reach out to your Investment Advisor.

Annual administration fees apply to each self-directed account. The maximum amount charged for holders of multiple accounts is $250 (based on social insurance number).

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Fees are embedded within the MER (Management Expense Ratio) of the managed products. In general, the embedded dealer fees are 1% on predominantly equity funds and can be .50% on predominantly …

Serving Canadian Residents, our dedicated wealth advisory teams bring this elevated standard to life by integrating the skills of a robust network of industry professionals and offering access to unique …

Dec 6, 2021 · iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.) reserves the right to impose transaction fees of 2% of the amount transferred on clients who sell or transfer their …

Advisors working in this structure earn a fee that’s based on the value of assets they manage on a client’s behalf. Even if a client makes many trades and frequently uses certain advisory services, the …

Our primary mission at iA Private Wealth (iAPW) is to create an environment where entrepreneurial, high-quality independent advisors can grow and develop their business, in part through our …

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This guide is designed to help you get ahead of the moment by addressing these challenges, by exploring the significance of wealth transfer and by providing you with strategies, tactics, resources …