Jas Salh, Senior Wealth Advisor with iA Private Wealth and Insurance Advisor with iA Private Wealth Insurance Agency
With many years of experience in the securities industry, Jas’s knowledge of the markets and dedication to providing excellent customer service aid her in understanding and satisfying the requirements of clients. Jas believes 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.
Jas sees success in knowing she has helped her clients to develop a sense of trust and peace of mind when it comes to their finances. Integrating business knowledge with the not-for-profit sector has given her a great sense of pride. Jas focuses not only on building her business, but also on giving back to the community. Through working with a long list of local not-for-profit organizations, she has used determination and a desire to nurture positive growth in those around her to make a difference in the community. Jas encourages people to look at all communities as a whole; pooling resources and knowledge in an effort to improve programs and services for all. She believes strong communication, integrity and ethics are the basis for developing strong relationships with clients, peers and the community.
COMMUNITY INVOLVEMENT:
• Gala Committee – Centre for Child Development
• President – Soroptimist International, White Rock
• Active member – Collaborative Law Association
• Past board involvements have been – VP Royal Canadian Theatre Company; White Rock Hospice Society; President Surrey Foundation.
*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
