Industrial Alliance Private Wealth Overview
- Service
-
Financing Advisory
- Founded
-
2002
- Employees
-
789
- Serviced Companies
-
107
- Serviced Deals
-
136
- Serviced Investors
-
7
Industrial Alliance Private Wealth General Information
Description
Established in 2002, Industrial Alliance Securities is a full-service investment advisory firm headquartered 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 and debt 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
Website
www.iaprivatewealth.ca
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 (136)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Tidewater Midstream and Infrastructure | Underwriter | Aug 2022 | 00000 | 0000000 |
| 00000000 0000 | Underwriter | Apr 2022 | 00000 | 0000000 |
| 000 000000000 0000 | Underwriter | Mar 2022 | 00000 | 0000000 |
| 00000000000 000000 | Advisor: General | Mar 2022 | 00000 | 0000000 |
| 00000 000000 | Underwriter | Mar 2022 | 00000 | 0000000 |
| 0000 00000000000 | Underwriter | Feb 2022 | 00000 | 0000000 |
| 00000000 000000000 | Underwriter | Feb 2022 | 00000 | 0000000 |
| 00000 0 | Advisor: General | Feb 2022 | 00000 | 0000000 |
| Lumiera | Advisor: General | Oct 2021 | 00000 | 0000000 |
| Hot Chili | Advisor: General | Sep 2021 | 00000 | 0000000 |
Industrial Alliance Private Wealth Services to Investors
Service on a Deal — Buy Side (6)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Turnium | Advisor: General | Jun 2022 | 00000 | 0000000 |
| 00000000 000000000 | 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 |
Industrial Alliance Private Wealth Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|