About iA Private Wealth
Invested in You
The most important part of your long-term financial success is working with an advisor you trust to build a wealth plan around your specific goals – one that helps you grow and preserve what you’ve built.
Whether you’re early in your financial journey or planning what you’ll pass on to the next generation, Sean and the Navigate Wealth team are here to help you get there with confidence.
Over 130 Years of Strength and Stability
Navigate Wealth operates as part of iA Private Wealth, the wealth management arm of iA Financial Group – one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbol IAG (common shares). The group has grown into a firm with more than $275 billion (as of June 30, 2025) in combined assets under management and administration, serving over four million clients across North America.
Our symbol, the elephant
In 1992, iA Financial Group adopted the elephant as a company symbol.
This choice was guided by five shared qualities:
A Dedicated Network for Private Wealth Clients
- iA Private Wealth is the private wealth management division of iA Financial Group, built specifically to serve individuals, families, and business owners who want a more personalized approach to their finances.
- The firm supports more than 475 independent advisory teams across Canada, overseeing more than $83 billion (as of December 10, 2025) in client assets.
- iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund (CIPF) and is regulated by the Canadian Investment Regulatory Organization (CIRO) – the same oversight standards that apply to Canada’s other major investment dealers.
What This Means for You
For our clients, this backing isn’t just a name on the letterhead. It means your account sits within a well-capitalized, independently regulated dealer, with the compliance, technology, and administrative infrastructure of a national firm behind it – while day-to-day, you’re still working with Sean and the Navigate Wealth team, not a call centre or a rotating cast of representatives.
What’s the Difference Between Navigate Wealth and iA Private Wealth?
Sean Kim founded Navigate Wealth as his advisory practice, operating under iA Private Wealth Inc., a member of CIRO and CIPF.
Think of iA Private Wealth as the dealer — it’s where your account lives, and it oversees everything Sean does on your behalf.
When you work with Navigate Wealth, you’re working with Sean — backed by the full regulatory oversight of iA Private Wealth.
Let’s Navigate Your Wealth Together
Book a conversation with Sean and get a clear picture of where you stand.