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About Aethalon | iA Private Wealth

Aethalon is a women-led wealth management team that empowers individuals, families, and businesses who are driven to thrive and succeed in an ever-changing world. Our top priorities are your financial prosperity and relationship satisfaction. We provide custom and holistic wealth management solutions. We understand that no single solution fits everyone, so we take the time to build a trusting relationship with you first. This allows you to feel comfortable sharing your financial and personal life with us, ensuring we can provide the best solutions tailored to your unique values and needs. Our team is equipped with the best-in-class professional experience, including previous work experience at CPP Investments and major U.S. and Canadian banks, and top industry designations such as CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), CFP® (CERTIFIED FINANCIAL PLANNER®), TEP (Trust and Estate Practitioner), CLU (Chartered Life Underwriter), and FRM (Financial Risk Manager), etc. Your goals are our goals. With our custom-crafted and holistic wealth solutions, together, we shape the future. Our services include and are not limited to the following areas: - Investment Advisory - Personal Finance - Retirement Planning - Estate Planning - Trust - Insurance - Legacy Planning and Charitable Giving iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. Insurance products are provided through iA Wealth Insurance Services Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. Aethalon is a trade name owned by Lynn Wang, Wealth Advisor.

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