Investment adviser · CRD 329976

I2 WEALTH - CROSS BORDER PLANNING

Investment adviser filing (IA)

15706939 CANADA INC.

MONTREAL, QUEBEC, Canada · Form ADV filed Jan 2, 2026

Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 2, 2026. View historical filings

Reported services

Financial planning

Compensation

Hourly · Fixed

Principal office

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

CRD 329976

Filing source

Form ADV 2035868 · Jan 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.