iA Private Wealth (USA) Inc.

Ryan Tannahill is a financial advisor at iA Private Wealth (USA) Inc. with one year of industry experience. He holds a Series 65 designation and joined the firm in 2024. His prior work experience includes roles outside the financial industry and periods of full-time education. iA Private Wealth (USA) Inc. provides discretionary investment management, separately managed accounts, wrap fee programs, and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm combines top-down and bottom-up fundamental analysis with technical analysis and asset allocation models, offering ongoing portfolio monitoring and tax-efficient strategies.

Josef Macek is a Series 65 licensed financial advisor with iA Private Wealth (USA) Inc., where he has worked since 2014. He has three years of industry experience and also serves as a portfolio manager with iA Private Wealth Inc., the firm's Canadian affiliate. Outside of advisory work, he is president of a holding company involved in leasing and managing office property. iA Private Wealth (USA) Inc. offers discretionary investment management, separately managed accounts, and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm employs a combination of fundamental and technical analysis alongside asset allocation models, maintains ongoing portfolio reviews, and provides tax-efficient asset location and rebalancing.

Ryan Smillie is a financial advisor at iA Private Wealth (USA) Inc. He holds a Series 65 designation and has been with the firm since 2014, accumulating 12 years of industry experience. Prior to his current role, his work history is exclusively with iA Private Wealth. iA Private Wealth (USA) Inc. offers discretionary investment management, separately managed accounts, wrap fee programs, and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm employs a combination of fundamental and technical analysis supported by an asset allocation model and third-party managers, with a focus on tax-efficient strategies and ongoing portfolio monitoring.

Naveen Kumar is a CFA® charterholder and financial advisor at iA Private Wealth (USA) Inc. He has been with the firm since 2018 and previously worked at HollisWealth and Wipro Technologies. Outside of his role in the U.S., he also serves as a registered representative with iA Private Wealth Inc., the firm’s Canadian affiliate. iA Private Wealth (USA) Inc. provides discretionary investment management and advisory services to individuals, trusts, estates, corporations, and other entities through managed accounts and wrap-fee programs. The firm employs a combination of fundamental and technical analysis within client-specific investment policies and is notable for its wrap-fee program and integration with the iA Financial group.

John Kitcher is a CFA® charterholder affiliated with iA Private Wealth (USA) Inc., where he has worked since 2019. His prior experience includes three years with Desjardins Financial Security Independent Network. Outside of his U.S. advisory role, he is also a registered representative with iA Private Wealth Inc., the firm's Canadian affiliate, focusing on sales activities. iA Private Wealth (USA) Inc. provides discretionary investment management and advisory services to a range of clients including individuals, trusts, estates, corporations, and charitable entities. The firm offers managed accounts through platforms like Pershing Advisor Solutions’ Managed360 and integrates top-down and bottom-up fundamental analysis with technical analysis and asset allocation models in its investment process.

Edward Balcewich is a financial advisor with iA Private Wealth (USA) Inc. and holds a Series 65 designation. He has two years of industry experience and also serves as a Portfolio Manager at iA Private Wealth Inc., the firm’s Canadian affiliate, where he has worked since 2014. iA Private Wealth (USA) Inc. provides discretionary investment management, separately managed accounts, and financial planning services to individuals, trusts, estates, and corporations. The firm employs a combination of fundamental and technical analysis supported by an asset allocation model, and it manages portfolios with regular reviews and tax-efficient strategies.

Katherine Dickie is a financial advisor at iA Private Wealth (USA) Inc. with a Series 65 credential and two years of industry experience. Prior to joining iA Private Wealth, she held positions at Queen’s University, Smith School of Business, Lakeridge Health, First Step Medical Detox, and the Ontario Minor Hockey Association. iA Private Wealth (USA) Inc. offers discretionary investment management, separately managed accounts, wrap fee programs, and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm combines fundamental and technical analysis with asset allocation models and uses third-party managers for specific mandates, maintaining ongoing portfolio monitoring and tax-efficient strategies.

Matthew Stiller is a financial advisor at iA Private Wealth (USA) Inc. He holds the Series 65 designation and has been involved in the financial industry since 2014 through his work with Stiller Financial Inc. In addition to his advisory role, he serves as a Dealing Representative for Investia Financial Services, a Canadian mutual fund dealer affiliated with his firm. iA Private Wealth (USA) Inc. provides discretionary investment management and advisory services to individuals, trusts, estates, corporations, and charitable entities through managed accounts, separately managed accounts, and a wrap-fee program. The firm utilizes a combination of fundamental and technical analysis within client-specific investment guidelines and maintains corporate ties with Canadian affiliates and insurance companies.

Joseph Pullano is a financial advisor with iA Private Wealth (USA) Inc. He holds a Series 65 designation and has experience with iA Private Wealth in both the U.S. and Canada, as well as prior work at Edward Jones. He serves as an Investment Adviser with the Canadian affiliate, iA Private Wealth Inc. iA Private Wealth (USA) Inc. provides discretionary investment management and advisory services to individuals, trusts, estates, corporations, and charitable entities through managed accounts, separately managed accounts, and a wrap-fee program. The firm utilizes a combination of fundamental and technical analysis within client-specific guidelines and maintains notable corporate connections within the iA Financial group.

Bryan Muir is a financial advisor with iA Private Wealth (USA) Inc., holding a Series 65 designation and six years of experience with the firm. He also serves as a portfolio manager for iA Private Wealth Inc., the firm's Canadian affiliate, where he is involved in sales and portfolio management. iA Private Wealth (USA) Inc. provides discretionary investment management, financial planning, and separately managed accounts to individuals, trusts, estates, and corporations. The firm combines fundamental and technical analysis in its investment approach and offers tax-efficient asset location and opportunistic rebalancing across both custodied and held-away accounts.