Wealth Professional reveals its 5-Star Advisory Teams for 2026
BGY Wealth Management, the Québec-based team operating under iA Private Wealth, built its practice on a staffing model that runs against the industry norm.
Rather than measuring success by sales volume or referral targets, the 38-person firm assigns multiple professionals to every qualifying household, usually pairing a portfolio manager with an accountant or tax-planning specialist.
“Every portfolio manager or advisor has fewer clients than the industry standard, so we can devote more time to each client and deliver a level of service and precision that is well above average,” says portfolio manager and partner David Poliquin.
The team serves entrepreneurs, high-income earners, and medical professionals, most of whom hold corporate structures, holdings, and trusts.
BGY is recognized for its use of flow-through shares and tax-efficient strategies, and it ties no part of employee compensation to sales or referrals.
