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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 | Corporate/Commercial, Québec, QC, +1 418 640 2064, [email protected]
  • Élise Renaud, Partner | REGIONAL LEADER OF THE INVESTMENT PRODUCTS AND WEALTH MANAGEMENT GROUP, Montréal, QC, +1 514 397 7524, [email protected]
  • Julie Uzan-Naulin, Partner | Privacy and Cybersecurity Law, Montréal, QC, +1 514 871 5967, [email protected]
  • Ali Aziez, Associate | Corporate/Commercial, Québec, QC, +1 418 640 2037, [email protected]
Julien Langlois, Partner | Corporate/Commercial Julien Langlois Partner | Corporate/Commercial Québec, QC +1 418 640 2064
Élise Renaud, Partner | REGIONAL LEADER OF THE INVESTMENT PRODUCTS AND WEALTH MANAGEMENT GROUP Élise Renaud Partner | REGIONAL LEADER OF THE INVESTMENT PRODUCTS AND WEALTH MANAGEMENT GROUP Montréal, QC +1 514 397 7524
Julie Uzan-Naulin | Privacy & Cybersecurity Lawyer in Montréal Julie Uzan-Naulin Partner | Privacy and Cybersecurity Law Montréal, QC +1 514 871 5967
Ali Aziez, Associate | Corporate/Commercial Ali Aziez Associate | Corporate/Commercial Québec, QC +1 418 640 2037