iA Private Wealth Verified listing

Joe Macek, Portfolio Manager (FMA, CIM, DMS, FCSI), leads a dedicated team at iA Private Wealth committed to delivering comprehensive wealth management across every stage of your financial journey. From tax-efficient investment strategies and retirement planning to estate structuring and wealth preservation, Joe and his associates craft tailored solutions that go beyond the numbers. With cross-border licensing spanning both Canada and the United States, Joe brings a uniquely broad perspective to clients with complex, multi-jurisdictional needs, ensuring no opportunity for growth or protection is left on the table.