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, which can only be achieved by being proactive and ensuring that her client’s needs are being met. Her approach is conservative, with capital preservation, some appreciation and tax minimization being the primary goals. Jas considers herself to be a holistic wealth advisor, as her business covers every aspect of her client’s financial journey from birth to retirement and beyond.

Read more

Daniel joined iA Private Wealth after building his career in financial planning and investment advising with a major Canadian bank.  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 enjoys his time outside of work with his three young children, George, Henry and Giselle.  Daniel is an active member of his community involved in coaching with his children in their various activities.

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.

With many years in the financial planning and investment area, Tina’s deep understanding of financial markets and dedication have resulted in many success stories. She has over two decades of experience with Canada’s largest credit union, where she started her journey helping clients structure investment and lending portfolios and later transitioned into leadership role overseeing a large team of advisors.

Tina believes in financial planning first approach as a pre-cursor to any investment decisions. Just like you wouldn’t hit a long journey without a route map to guide you comfortably to your journey, a well developed and communicated financial plan is that journey map to financial freedom. Although Tina considers herself to be a holistic advisor guiding clients through various life stages, her experience strongly with growing families and helping clients nearing retirement.

Married with two daughters and two grandchildren.  Jaspal joined iA Private Wealth Insurance Agency after he took early retirement from the Coast Mountain Bus Company.

Jaspal was not ready for full time retirement and was looking for something to do that allow him to help others.  

Insurance seemed a good fit as he is all about protection. When driving the bus, he was protecting his passengers as they were travelling from A to B.

Now he is helping families and businesses navigate their way through their financial journey, making sure they are protected from unforeseen events.  Services include Life Insurance; Living Benefits, Extended Health, Disability Insurance and Travel Insurance to name a few.

When not working Jaspal loves riding his bike, hiking, and travelling and hanging out with his family.

With over 25 years experience in administration, client relations and office management, Sam brings dedication and professionalism, ensuring success for all of Saje Wealth Management clients.

Sam works alongside senior advisors to support clients with their wealth management needs, including money and security transfers, maintaining client records, onboarding new clients, assisting with branch compliance procedures, business development and ensuring high quality service for all clients.

As a past business owner, Sam has gained invaluable experience in managing a team of professionals and ensuring all staff members are working towards a common goal.

Her current role as Accounts Administrator, provides her the ability to deliver all of the skill sets necessary to create positive relationships with clients and vendors.

Cortney is a detail-oriented administrative and marketing professional with a passion for creating optimal business processes and strategies. 

Cortney’s previous experience as a hairdresser and freelance artist has given her a creative edge that she brings to her marketing and administrative work. She has a deep understanding of how businesses operate and the role that marketing plays in their success. This experience has helped Cortney develop a keen eye for design and aesthetics, which translates to every aspect of her work.

As an administrator and marketing professional, Cortney is committed to delivering quality work that exceeds expectations, nurtures partnerships, and drives sustainable success for the business.

Outside of the office, Cortney enjoys spending her time with her Husband and dog Grizzly whether that be camping, walks along the beach or cozy movie night in.

Troy is a recent graduate from the University of British Columbia, proudly holding a bachelors degree in Business Management with Honors. Throughout Troy’s academic journey he has acquired a solid foundation in Business Managment with particular interest in Finance/Investments, Economics, International Business, and Strategy and Change Management. 

Troy’s education has instilled in him the value of leadership, strategic thinking, and financial management skills. Troy’s previous work experience has allowed him to hone his problem solving and communication skills, enabling him to cultivate strong personal and professional relationships. Troy recognizes the importance of strong customer service and client relations skills. 

In Troy’ spare time, he enjoys spending time with his friends and family. Troy enjoys living an active life in his free time engaging in hikes, sports, and physical exercise.