A Full-Service Wealth Management Team, we are dual licensed in Canada and the USA to provide comprehensive wealth management products and services regardless of which side of the border you live on. We focus on designing and investing in growth-stock portfolios tailored to help our clients build wealth quickly and efficiently. Our approach emphasizes the importance of being debt-free while building net worth, which we believe is a symbol of true wealth.
Our Company Background
iA Private Wealth Inc. (iAPW)
Over 130 years of strength, stability and trust
iA Financial Group, the parent company of iA Private Wealth, is one of Canada’s largest insurance and wealth management firms. Founded in 1892 and publicly traded since 2000, iA Financial Group has more than $205.6 billion in assets under management and administration and serves more than four million clients.
iA Private Wealth (USA) Inc.
(iAPW-USA)
Part of the iA Financial group of companies, iAPW-USA is a Canadian based US Registered Investment Advisor regulated by the SEC in the United States.
Wildwood Wealth Management
Wildwood Wealth Management is a registered trade name which we use in Canada to differentiate ourselves from other Advisory Teams within iA Private Wealth Inc.
Philosophy
Growth Creates Wealth - Our Strength is Growth
We believe the primary reason clients invest their money is to make more money!
In our experience, Growth Investing is the best way grow and build wealth quickly and efficiently.
With over 25 years of serving our clients, we employ effective growth investment strategies tailored to the objectives and tax status of each type of their accounts.
A Caveat - Growth is NOT for Everyone
Our advisory and investing activities are primarily focused on “growth-stock portfolios,” therefore, we are not suitable for everyone. We are not suitable for some styles of clients, such as those who cannot withstand the volatility and price fluctuations of equities, or those who place capital preservation ahead of absolute returns.
Our Clients
Millennials
Aiming to achieve "millionaire status", they generally have (or are starting) occupations that have the ability to produce enough income for them to eliminate debt and build assets.
We do not have account minimums for this growing segment.
We can help, welcome aboard!
Working Families
Well on the way to true wealth with the thoughts of retirement coming into view. They need to keep a constant eye on the following questions.
  • How much is enough?
  • When can I retire?
  • Am I doing everything right?
We have the experience, tools and investments to deal with these questions and more.
Professional Sports - Cross Border Services
Designed for Coaches, Trainers and Staff who are often required to move and/or work between various countries.
Our programs allow our clients to benefit from a total wealth management approach, with the consistency of working with one Advisory team regardless of their nationality or residence. This can result in less exposure to financial disruptions and excessive taxation.
Semi-Retired/Retired
Many of our clients have been with us through their working years and are now enjoying retirement with the assets that they have accumulated during that time.
We know how to plan for and build retirement portfolios that have the ability to stay ahead of inflation and taxes. Retirement payments can be customized to a variety of schedules including monthly and/or bi weekly payments just like it was when they were working.
An Easy to Understand Game Plan
Building Wealth with Growth Stock Portfolios:
In the quest for financial independence and wealth building, growth stock portfolios stand out as a dynamic strategy for investors seeking to capitalize on the potential for high returns. Especially when utilized within Tax-Free and Tax-Deferred Accounts (TFSA, RRSP, RRIF etc), this investment approach offers a compelling path to accumulate wealth efficiently, combining the advantages of tax-free and/or tax-deferred investment accounts with growth stock portfolios.
Discretionary Portfolio Management Process
By constantly scanning the markets for securities that can provide a nuanced blend of trading and investing strategies such as Trend Following, Episodic Pivots, TTM Squeeze, Range Breakouts, and Mean Reversion, our portfolios are designed to harness growth opportunities in diverse market conditions as they present themselves.
Risk Management
We accomplish this via employing a variety of checks and balances utilizing money management techniques including monitoring and adjusting each portfolio for proper position sizing, concentration, and sector risks. Additionally, our portfolio risk management is enhanced by Stan Weinstein's “Stage Analysis”, a method that segments the market cycle into four stages. This analysis aids in identifying the optimal times to buy or sell a security:
Investment Strategies Explained
Trend Following:
Do what is currently working.
This strategy capitalizes on the momentum of securities, buying into upward trends and selling when trends appear to reverse. It's a cornerstone of growth investing, letting your winners run while cutting the losers.
Episodic Pivots (EP):
Unexpected good earnings and guidance is often a catalyst for a big and prolonged move.
The fundamental logic for an EP is news that catches the market off guard and forces a revaluation of the stock. Sometimes called rocket fuel, the thought here is, when institutions buy, they don’t buy in one day. It can take many months for them to accumulate their desired allocation thus driving up prices.
We personally like "Earnings EPs" as they are easy to find, easy to understand and present themselves four times a year.
TTM Squeeze:
Become invested before a big move gets going.
This technical indicator highlights quiet periods of low volatility/consolidation, where large institutions may be accumulating a position without tipping their hand to the market via Dark Pool Quiet Accumulation (DPQA) using Alternative Trading Systems (ATS). This period is often followed by potential strong moves in price.
It's used to anticipate significant price movements based on market compression phases.
Range Breakouts:
The strong move we anticipate from a TTM Squeeze.
This approach focuses on identifying stocks that are breaking out of their trading ranges.
By investing in securities as they break above resistance levels, we aim to capture the momentum for substantial gains.
Mean Reversion:
The old strategy of "Buy the Dip!"
A strategy based on the principle that prices eventually move back towards the mean or average. This method involves buying stocks that experience an extreme downward price move where they may have been unfairly punished by bad news of some type, yet they are still a growing and viable business.
The approach attempts to capitalize on the stock price eventually returning to it's normal or average price levels.
Features/Benefit Review
  • Tax Efficiency: Investing in growth stock portfolios through Registered Accounts means all gains are tax-free or tax-deferred, thus optimizing net returns.
  • High Growth Potential: Our selected strategies are designed to capitalize on various market conditions, aiming for superior growth rates.
  • Diversification: Employing multiple strategies as they present themselves reduces dependency on any single market condition, mitigating risks.
  • Dynamic Risk Management: With Stan Weinstein’s Stage Analysis, our approach dynamically adjusts to market cycles, providing some protection against downturns while capitalizing on growth phases.
  • Strategy Application: Our team's expertise in applying these strategies ensures that investments are positioned for potential high returns.
Services We Offer
iAPW - Canada
Investment Accounts
  • Individual & Joint Investment Accounts
  • Corporate Investment Accounts
  • Trust Investment Accounts including RCA Trusts
  • Tax Free Savings Accounts (TFSA)
  • First Home Savings Accounts (FHSA)
  • Registered Education Savings Accounts (RESP)
Retirement Investment Accounts
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Locked-In Retirement Account (LIRA)
iAPW - USA
Investment Accounts
  • Individual & Joint Investment Accounts
  • TOD: Transfer on Death Accounts
  • Corporation & LLC  Investment Accounts
  • Trust Investment Accounts including Living Trusts, Revocable / Irrevocable Trusts / UGMA / UTMA
  • 529 Education Savings Plans
Retirement Investment Accounts
  • 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
Our Team
Cross-Border Wealth Team - Dually employed by iAPW and iAPW-USA
Ainsley Balcewich CIM ®
Associate Portfolio Manager
Office 204-953-4401
Focused on providing investment advice and services to our growing millennial client base with special interest in encouraging women to Take Control of Their Money. She provides research and securities recommendations for portfolio construction as well as administrative services for all of our clients.
Personal Interests - Backcountry Camping, Adventure Travel, and good coffee.
Edward Balcewich CIM ®
Portfolio Manager
Office 204-953-4409
Serving family, friends and great clients, Ed has been building and investing in Growth Portfolios for over 25 years. He has had the pleasure of helping numerous families build and enjoy generations of wealth.
Most of their clients consist 3 and four generations of families and have been with them for a very long time, which is a testament to the care and respect we treat our clients.
Personal Interests - Brazilian Jiu Jitsu, Hockey, Tennis and Travel.
Outside the office, Ed can be found playing Hockey, lounging at the Tennis Club, Cycling and Travelling to visit distant family and friends.
Ed is a highly respected Brazilian Jiu Jitsu (Black Belt) instructor & coach. He has Gold, Silver and Bronze medals from numerous IBJJF World Masters competitions. He has coached hundreds of students including Winnipeg Jets coaching/training staff and Young Prospects camp.
Labour of Love!
You'll frequently hear about or have the pleasure to meet some of our hard working "team members". At our core, we are animal lovers with a passion for breeding exceptional sport horses.
Our Selle Francais and Dutch Warmbloods come from high performing showjumping lines.
Ed and Ainsley spend much of their time riding our resident stallion, Chachi, and tending to our foals.
And yes, we will bring up how important emergency funds are to cover unexpected vet bills.
Client Scenarios
Professional Hockey Coach - Pain Points
As a dual citizen of Canada and the USA he faces challenges managing his retirement and investment accounts across both countries.

He contributed to his IRA and 401K in the USA and RRSP and TFSA in Canada. Moving between countries, he encountered issues with his investment advisors' licensing and unnecessary financial moves, such as collapsing his RRSP and facing unexpected taxes from his TFSA as an American citizen.

Our goal is to assist individuals like him in managing their investments seamlessly between Canada and the USA, avoiding unnecessary taxation and ensuring continuous growth of their assets.
A Millennial With a Game Plan
A financially successful young architect who felt like she had no idea what she was doing, despite putting money aside monthly for savings. She lacked a clear financial strategy despite her substantial savings.

After reviewing her finances, which included consumer debt, a car loan, and a mortgage, we advised her to pay off her debts (except her mortgage) using her excess savings to avoid unnecessary bank interest. We then helped her maximize her TFSA with a Growth Portfolio strategy and monthly contributions to her RRSP, establishing a tax-efficient investment plan.

This strategy leaves her debt-free and satisfied with a solid game plan for her financial future.
Multi Generation Wealth
This couple recently started enjoying retirement having accumulated substantial wealth from their successful careers and a sizable inheritance from his parents.

We managed the wealth for his parents through their working years and their entire retirement. We guided them through various economic fluctuations, including the recessions of 2001 and 2008, ensuring a stable income stream and the ability to bequeath more assets than they initially started with. The wealth transfer to them was smooth and efficient, adding to their already considerable assets.

Today, their assets are in the multi-millions, far exceeding their retirement needs. We continue to manage their wealth, focusing on growth and tax efficiency. By providing comprehensive services, tax documentation, portfolio reporting, and regular financial reviews including planning and estate advice, we help maintain simplicity in their financial affairs and ensure they have peace of mind with their extensive investment portfolio.
Why Choose Us
Personalized Service
Unlike larger firms, we are an independent iA Private Wealth advisor, and have the freedom and flexibility to determine what’s best for our clients.
We have the freedom to do what’s right for you and your family - along with something else few independent dealer networks can offer: the strength, stability and support of iA Financial Group, a highly respected financial services provider.
Technology & Reporting
Login from anywhere to track daily portfolio status, activity and performance. You will find details on your accounts, your investment goals and asset allocation, the securities you own, returns and transactions.
Access to your assets and accounts are available at your fingertips through our client portal and mobile app.
  • 24/7 convenient access
  • Comprehensive overview
  • Interactive interface
  • Highly secure platform
  • Paperless options
Over 130 years of strength, stability and trust
iA Private Wealth is a division of iA Financial Group, one of the largest insurance and wealth management companies in Canada. Founded in 1892, iA Financial Group is also one of Canada’s largest public companies, with more than $205.6 billion in assets under management and administration and a growing presence in the United States.
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Disclosures and Disclaimers:
USA Disclaimer
IAPW-USA is a registered investment adviser with its head office in Toronto, Canada. IAPW-USA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by IAPW-USA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of IAPW-USA current written disclosure statement discussing IAPW-USA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from IAPW-USA upon written request. www.iaprivatewealthusa.com
Canadian Disclaimer
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 a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.