Industrial Alliance Private Wealth Overview

  • Service
  • Financing Advisory
  • Founded
  • 2002
Founded
  • Employees
  • 500
Employees
  • Serviced Companies
  • 93
  • Serviced Deals
  • 118
  • Serviced Investors
  • 5

Industrial Alliance Private Wealth General Information

Description

Established in 2002, Industrial Alliance Securities is a full-service investment advisory firm based in Montreal, Canada. The firm offers financial services related to project planning, retirement planning, equities, loans, portfolio management, account statement, and dividend reinvestments. Their services to institutions entail sales and trading, corporate finance, equity research, and the bond desk. IAS caters to the energy, real estate, utilities, oil and gas, infrastructure, and information technology sectors, among others.

Contact Information

Formerly Known As
IAS, IA Securities, Lafferty Harwood & Associates Ltee, ISL-Lafferty Securities, Industrial Alliance Securities
Year Founded
2002
Service Provider Type
Financing Advisory
Primary Office
  • 2200 McGill College Avenue
  • Suite 350
  • Montreal, Quebec H3A 3P8
  • Canada
+1 (514) 000-0000

Industrial Alliance Private Wealth Services to Companies

Service on a Deal (118)

Company Name Service Provided Deal Date Deal Type Deal Amount
Topaz Energy Advisor: General Jun 2021 00000 0000000
00000000 000000000 Underwriter May 2021 00000 0000000
00000 0000000 0000 Underwriter May 2021 00000 0000000
00000000000 000000 Underwriter May 2021 00000 0000000
000 00000000000 Advisor: General Apr 2021 00000 0000000
00000000 Advisor: General Mar 2021 00000 0000000
00000000 000000000 Advisor: General Mar 2021 00000 0000000
000000 000000 Underwriter Feb 2021 00000 0000000
Colson Capital Advisor: General Feb 2021 00000 0000000
Pathway Health Advisor: General Feb 2021 00000 0000000
You’re viewing 10 of 118 services to companies. Get the full list »
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Industrial Alliance Private Wealth Services to Investors

Service on a Deal — Buy Side (5)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Highmark Interactive Advisor: General Jun 2021 00000 0000000
00000000 Advisor: General Jan 2018 00000 0000000
0000000 000000 Advisor: General Oct 2016 00000 0000000
Decisive Dividend Advisor: General Jun 2016 00000 0000000
Lianyungang Huanghai Machinery Advisor: General Dec 2015 00000 0000000
To view Industrial Alliance Private Wealth’s complete services on a deal — buy side history, request access »

Industrial Alliance Private Wealth Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Industrial Alliance Private Wealth‘s full profile, request access.

Request a free trial

Industrial Alliance Private Wealth Team (17)

Name Title Deals Office Contact
Info
Gaétan Plante President 0 Montreal, Canada
Bruno Blouin Senior Vice President & Chief Financial Officer Montreal, Canada
Neil Linsdell Managing Director & Head, Research Montreal, Canada
Jeret Bode Managing Director, Investment Banking Saskatoon, Canada
John Rak Managing Director, Investment Banking 0 Montreal, Canada
You’re viewing 5 of 17 team members. Get the full list »