iA Private Wealth

My Core Promise

Canadians are finding their financial wellbeing is becoming more complex and important to them and their families.

 

Integrity

I try to make a difference in my community by setting the highest ethical standards and helping my clients and partners succeed.

 

Respect

I value my clients, communities, each other and try to treat everyone with dignity.

 

Accountability

I am responsible for knowing my clients and meeting their evolving needs by providing tailored, valuable services and resources.

 

Passion

I am driven by the success of my clients and partners. We set bold aspirations and won’t stop until we achieve them.

 

Commitment

I am trying to be a true partner for my clients, listening carefully, ensuring we understand each other and giving them the confidence to create their future.

 

Pride

I am proud of the work I do and I am rewarded by the knowledge that I can make a difference to my clients, my communities and to each other.

 

 

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

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.