Aethalon | iA Private Wealth jobs and careers

About Aethalon | iA Private Wealth

Aethalon is a wealth management team that empowers individuals, families, and businesses who are driven to thrive and succeed in an ever-changing world. Our top priorities are your financial prosperity and relationship satisfaction. We provide custom, holistic solutions designed to build an antifragile wealth management system. Most of our clients have exceptional earning capability but very little time, such as physicians, business owners, and professionals. We understand that no single approach fits everyone, so we prioritize building a trusting relationship first to ensure our solutions are perfectly tailored to your unique values and needs. Our team is equipped with the best-in-class professional experience and top industry designations listed below: - Canada Pension Plan (CPP) Investments - TD - Citibank - CFA (Chartered Financial Analyst) - CAIA (Chartered Alternative Investment Analyst) - CFP® (CERTIFIED FINANCIAL PLANNER®) - TEP (Trust and Estate Practitioner) - CLU (Chartered Life Underwriter) - FRM (Financial Risk Manager) We build wealth that brings dreams to life. With our custom-crafted and cohesive wealth solutions, together, we shape the future. Our services include and are not limited to the following areas: - Investment Advisory - Personal Finance - Retirement Planning - Estate Planning - Trust - Insurance - Legacy Planning and Charitable Giving iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. Insurance products are provided through iA Wealth Insurance Services Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. Aethalon is a trade name owned by Lynn Wang, Wealth Advisor.