We want to assure you that your current investments will not be negatively impacted by the transition to iA Private Wealth. All holdings will remain intact, and the structure of your portfolio, including your investment goals and strategy, will stay the same unless you choose to make changes.
This move primarily affects the administration and servicing of your accounts. The transition to iA is designed to enhance client experience and provide access to additional resources and support.
If you have any specific concerns or questions about your investments, please feel free to reach out. I’m here to ensure the process is as seamless as possible for you.