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I2 WEALTH - CROSS BORDER PLANNING

15706939 CANADA INC.

CRD 329976 · SEC 801-130279

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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1800-500 PLACE D'ARMES, SUITE G101, MONTREAL, QUEBEC, H2Y 2W2, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

3 total employees; 2 advisory reps; 31 broker-dealer reps

Clients

26-50

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-02

Disciplinary history

No

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Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD