Who We Are
ABOUT WATERMARK WEALTH MANAGEMENT
At Watermark Wealth Management, we understand that financial journeys are unique, and circumstances evolve over time. That’s why we offer flexible solutions designed to grow and evolve with our clients. Our commitment is to provide optimal products and strategies at each stage of the investor’s financial journey.
We take great pleasure in partnering with our clients to help them define and achieve their financial goals. Whether you’re planning for the future, navigating life changes, or seeking to optimize your current financial situation, our team is dedicated to providing personalized and effective solutions.
Our Team at Watermark Wealth Management
iA Private Wealth
iA Private Wealth Insurance*
ABOUT iA PRIVATE WEALTH
iA Private Wealth is part of iA Financial Group, one of the largest insurance and wealth management firms in Canada, with
operations in the United States. Founded in 1892, iA Financial Group is an important Canadian public company and has
been listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).
iA Private Wealth offers comprehensive, tailored wealth management solutions through a nationwide network of more than 460 independent Investment Advisor teams. With over $50 billion in AUA , we are one of Canada’s fastest-growing and most trusted names in the wealth advisory business.
