iA Private Wealth
iA Private Wealth Insurance Agency
With many years of experience in the securities industry, Jas’ knowledge of the markets and dedication to providing excellent customer service aid her in understanding and satisfying the requirements of clients. Jas believe in developing trust with her clients through getting to know her clients. In the context of the sentence, partnering could be alluded as forming a legal partnership and should be avoided.
Daniel joined iA Private Wealth after building his career in financial planning and investment advising with RBC. As an accredited financial planner, Daniel is trained in tax, estate, and cash-flow planning to greater serve his clients. His expertise in investment and retirement planning ensures that financing decisions align with client objectives both now and in the future. Above all else, Daniel understands that superior service and communication is the cornerstone to fostering great relationships. Daniel and his wife, Jenna, enjoy their time outside of work with their three young children, George, Henry and Giselle. Daniel is an active member of his community involved in coaching with his children.
John has been in the Financial Sector for over 20 years. Past institutions being Royal Bank and CIBC.
John is married with two children and has been part of the team for 2 years after taking early retirement from Coast Capital.
John is amazing with his clients, he believes in going above and beyond and that is why the clients love him.
John is active in his community whether it is politics or refereeing hockey games.
Natasha provides client relations and admin support to the Saje Wealth Management team. Natasha has been working with Jas for over 4 years and has 10 years of administration and customer services experience.
She is currently working on obtaining her Canadian Securities Course certification. Natasha has a strong sense of devotion to the team and clients making sure their administrative needs are met.
Admin Assistant, Insurance