Cross Border Services

Advisory Services
Our advisors deliver a wide range of investment solutions, including asset management services, retirement accounts, and financial planning services.

Portfolio Management
iAPW-USA advisors offer complete portfolio construction and management capabilities, including discretionary and fee-based portfolios.

Wealth Planning
Our advisors will provide you with a tailored wealth management plan aimed at helping you achieve your short and long-term goals.

If you are a client living in the United States, we can help you. Under iAPW-USA, we are able to fully service any US Resident, Dual Citizen, or Canadian with US investment accounts in the USA.

Contact us today for more information.

USA Investment Accounts

Investment Accounts - USA

• Individual & Joint Investment Accounts

• Corporation & LLC Investment Accounts

• Trust Investment Accounts including UGMA/UTMA

• 529 Education Savings Plans

Retirement Investment Accounts - USA

• Traditional Individual Retirement Accounts (IRAs)

• Roth Individual Retirement Accounts (Roth-IRA)

• Spousal IRAs for non-working spouses

• IRAs for minors with earned income

• 401(k) and Qualified Plans

• Employer-Sponsored Plans for small to large businesses through SEP and SIMPLE IRAs

USA Markets

USA Citizens & USA Market investments

Investing in the U.S. markets gives clients access to the world’s largest and most liquid investment ecosystem, spanning leading global companies, diversified ETFs, high-quality bonds, and real-estate vehicles.

The U.S. market is driven by innovation, strong corporate earnings, and deep regulatory oversight, which has historically supported long-term growth, though short-term volatility is normal.

By using diversified strategies across sectors and asset classes, investors can participate in U.S. economic growth while managing risk, making it a core component of many well-balanced portfolios.