We understand that every advisor has their own way of running their practice, which is why our family office model gives you full autonomy to structure your business and relationships. You maintain control over how you serve your clients while having access to an iAPW – Granville Family Office suite of services to support every facet of your operations, from technology, reception service, to business management.
You have the flexibility to make decisions that align with your vision, backed by our full spectrum of tools. Whether it’s advanced technology, professional office spaces, or business services, our resources enable you to streamline your workflow, enhance client service, and focus on growing your business.
Our executive office spaces, cutting-edge meeting rooms, and high-tech infrastructure allow you to work efficiently, eliminating the burden of assuming a commercial lease or the upkeep of the space.
From dedicated VOIP systems and secure fiber internet to on-site administrative support and secure spaces, we provide everything you need to enhance your practice without distractions.
As part of the iA Private Wealth Family Office, you’ll have access to a wide range of wealth management services that allow you to serve your clients’ needs holistically. From tax-efficient strategies to estate planning, banking services, and exclusive investment opportunities, you’ll be equipped to deliver a truly comprehensive financial experience.
In today’s global financial landscape, clients need more than just local expertise—they need advisors who understand the complexities of cross-border wealth management. iA Private Wealth USA provides the tools and insights to help your clients navigate international tax systems, currency challenges, and multi-jurisdictional estate planning.
Set your practice apart by offering your clients access to exclusive investment products traditionally reserved for ultra-high-net-worth individuals. From public to private equity, alternative investments, tax shelters and other insurance strategies you’ll be able to present opportunities that help your clients diversify their portfolios and grow their wealth beyond conventional options.
When you join iA Private Wealth Granville, you’re joining a community. We foster a collaborative environment where advisors can learn from one another, share expertise, and grow together. Our culture encourages personal development, mentorship, and peer-to-peer learning, offering numerous opportunities to expand your skills and knowledge.
Building strong relationships with clients and peers is at the heart of our family office. Through exclusive social events and networking opportunities, you’ll connect with industry leaders, potential clients, and like-minded professionals. These events create valuable networking moments that can help you grow your business while fostering meaningful connections.
We believe in continuous growth—both personal and professional. Our professional development programs include executive coaching, business reviews, and access to industry conferences. Whether you want to sharpen your skills or expand your knowledge of the latest financial strategies, our family office provides the resources and opportunities to support your success.
We believe in making a difference. We encourage our advisors to engage in community and philanthropic activities, fostering relationships built on trust and shared values. As part of our family office, you’ll have the opportunity to participate in initiatives that give back, creating a rewarding balance between professional success and personal fulfillment.
Our family office is more than just a place to build your book of business—it’s a platform for long-term growth. With access to cutting-edge tools, exclusive investment products, and a network of industry experts, you’ll have everything you need to take your practice to the next level. Our dedicated advisor support team, combined with advanced digital tools and marketing assistance, ensures that you’re always equipped to provide top-tier service to your clients.
At iA Private Wealth Granville, we understand the importance of independence in building a successful advisory business. That’s why our family office approach allows you to operate with complete autonomy, while giving you the support, infrastructure, compliance guide and tools you need to thrive.
- You own your book
- Freedom to service clients the way you see fit
- A high-payout compensation structure
- Control over your expenses and staffing
- Industry-leading tools and technology
- An open product shelf
We offer a transparent, equitable cost-sharing model that ensures each advisor benefits from our full suite of resources:
✔ A fixed annual fee covering technology, compliance, amenities and administrative support
✔ Flexible office space fees based on actual usage, allowing you to scale as needed
💡 A cost-effective structure designed to help advisors maximize profitability while accessing top-tier resources.
The greatest value we offer is collaboration at every level. Here’s what sets us apart:
✔ Peer-to-peer knowledge sharing – Learn from high-performing advisors who share best practices, challenges, and strategies
✔ Exclusive access to business partners – Get direct insights from top industry professionals
✔ A culture of continuous improvement – Stay ahead through innovation and forward-thinking strategies
✔ Collaborative administrative support – Free up your time with expert back-office assistance
✔ Proactive adaptation to industry shifts – Anticipate changes and position your business for long-term success
💡 Advisors who thrive here value growth, teamwork, and innovation—qualities that define the Granville Family Office.
We attract high-performing, growth-oriented advisors who:
✔ Have a client-first mindset and a strong industry reputation
✔ Want to scale their practice but need the right infrastructure and support
✔ Prefer a collaborative, success-driven culture
✔ Value long-term stability within an elite team environment
💡 If you’re looking to elevate your business in a supportive, high-performance environment, we’re the right fit.
Absolutely. Our model is built for independent-minded advisors who want:
✔ Full autonomy over investment decisions and client relationships
✔ The support and structure of a multi-advisor practice without sacrificing control
✔ Access to shared resources to streamline operations
💡 You get the best of both worlds—true independence with the backing of a well-established, high-performing environment.
Yes. We actively acquire books of business from advisors outside iA Private Wealth & allocate portion or all book value to In-house advisors. Our structured approach ensures:
✔ Seamless client transitions with minimal disruption
✔ Competitive valuations based on industry best practices
✔ Matching buyers and sellers to create the ideal succession plan
💡 Whether you’re looking to retire, scale down, or transition your practice, we help structure the best possible outcome for all parties involved.
Yes. We connect ambitious junior advisors with experienced teams looking to grow. This provides:
✔ Rapid learning from industry leaders and senior advisors
✔ Immediate access to an established client base
✔ A structured career path with mentorship and clear growth opportunities
💡 For junior advisors, this is a fast-track opportunity to build a thriving practice within an established framework.
We provide a seamless transition for advisors who want:
- The freedom to serve clients their way
- Access to an extensive product shelve – limitless possibilities
- Higher compensation and commission structures
- Robust back-office support—so you maintain security while gaining independence
- Cutting-edge technology to enhance client experience and operational efficiency
💡 Transition smoothly from a bank model to a high-performing independent practice with full support.
Reach out for a confidential conversation – Share your goals and expectations
✔ Take a private tour of our office and see the infrastructure in action
✔ Speak with current advisors who have successfully transitioned
✔ Meet the transition team and key business partners to learn more about the tools and resources available
💡 Your next step to independence starts with a simple conversation.
Establish a Prestigious Vancouver Presence
✔ Professional Business Address – Gain credibility with a Vancouver office address without signing a commercial lease
✔ Mail, Check Deposit & Document Handling – Secure and professional management of your correspondence
✔ Vancouver-Based Phone Line (VOIP Capabilities) – Strengthen your local presence with a dedicated local phone number and receptionist.
Expand Your Market Reach & Client Services
✔ Tap into Vancouver’s Affluent Market – Expand your book of business in one of Canada’s most financially dynamic cities
✔ Host Meetings on Demand – Access private offices and boardrooms when needed for client meetings or events
✔ Leverage Local Administrative Support – Seamless coordination of cross-provincial operations
Maintain Full Independence While Benefiting from a Family Office Framework
✔ Keep Full Control Over Your Business – Operate your practice autonomously while leveraging our infrastructure
✔ Flexible Office & Remote Work Solutions – Enjoy a hybrid model that fits your workflow
✔Ongoing Support – Enhance operational efficiency without the burden of managing everything alone
Gain Access to an Elite Network of Business Growth Opportunities
✔ Be the first to access succession opportunities from retiring advisors within the branch
✔ Leverage from local business partnerships products and services.
✔ Strategic Networking & Client Events – Collaborate with top-tier financial professionals through exclusive client base educational sessions and networking events.
Enhanced Digital Presence
✔ Dedicated Advisor Profile on the iAPW – Granville Website – Elevate your brand with a professional online presence
✔ Boosted AI search & Lead Generation – Improve visibility and attract high-value prospects searching for wealth advisors in Vancouver
✔ Marketing Support for Personal Branding – Gain access to website design assistance, and customized branding strategies
✔ Strategic Digital Positioning – Strengthen credibility by being part of a recognized and well-established financial network
Continuous Professional Development & Exclusive Business Insights
✔ High-Impact Business Strategy Forums – Stay ahead with industry trends and emerging opportunities
✔ One-on-One Executive Coaching & Assisted Business Reviews – Optimize your practice’s efficiency and profitability
✔ Peer-to-Peer Knowledge Sharing & Networking Events – Gain fresh perspectives and innovative ideas from successful advisors
💡 Even if you don’t physically occupy office space full-time, our Vancouver Family Office offers an unmatched ecosystem of resources, strategic advantages, and exclusive services—empowering you to grow your business, strengthen your brand, and serve your clients at the highest level.
Let us know, send us an email at roxana.sanchez@iagto.ca
Hours of operation
Monday to Friday,
8:00am to 4:00pm (PT)
Phone
604-834-4130
Address
609 Granville St. Vancouver, BC, V7Y 1G5
