Testimonials

Jas Salh has been my Investment Advisor for the past 7 years and, during this time, I have admired her professionalism, service and attention to detail in managing my accounts.  She is proficient in her communications, providing regular updates, and often will make a personal call to stay atop of account activity or just to say hello. Jas has engrained herself in her community, offering support to a number of charities, support services and local events showing her commitment to positive change in her own backyard. For many reasons, I will continue to refer family and friends to Jas.

Danielle

Victoria, BC

In 2012, Jas and I met at a charity fundraiser that she was instrumental in planning, organizing and hosting.   Soon after the event, I contacted Jas to become my financial planner.  At the time, I was experiencing a transitional period in my life.  I want to emphasise that Jas is compassionate, knowledgeable and experienced during her management of my financial portfolio.  Furthermore, she has been instrumental in increasing my financial portfolio, as well as increasing my sense of self-worth.  Additionally, she has been and continues to be a resource in connecting me with community professionals that assist me with other financial areas in my life.  As a mature client, Jas regularly meets with me to review any changes that may be necessary for my financial security.  I strongly recommend Jas as a trustworthy, intelligent and dedicated financial planner.

Joan

Kelowna BC

I have been working with Jas Salh as my primary investment and financial advisor since 2012 I had not relied on financial advice prior to that outside the usual small bits from a bank. But after receiving some inheritance money, I wanted to see it grow, without forfeiting too much toward taxes. I asked for suggestions from amongst my friends and colleagues and one of them, a realtor, suggested I interview Jas.

She is very upfront, straightforward and explains things to me clearly and in layman’s language. She is transparent about the fees. We have done very well with my portfolio.

With her help and advice, I was able to retire and buy a home with a small B&B on Salt Spring Island. I am now living comfortably without financial worry.

Jas is always willing to answer any of my questions and always calls back within the same day. She also responds to emails promptly.

She suggests stocks to buy/sell and the timing of same, sorts out tax advantages in consultation with my tax accountant (USA and Canada), and even helped me find a mortgage at a good rate. 

I have happily recommended her service to several of my friends also. I believe she gives excellent value for the money and that she has a strong set of principles by which she lives and conducts her business. I am extremely satisfied with her services.

She is also very attractive and dresses very well. Plus she loves theatre! And she’s a Corrie fan, too.  I mean, come on already. What’s not to love? I bet you want her for your financial advisor now, too, right?

Lisa

Salt Spring Island, BC

Jas has managed my savings for some time now, and has become a friend as well as a trusted advisor.  We keep in touch regularly and, as market conditions change, she calls to suggest options for me.  I’ve had several other financial advisors over the years, but none was as “hands-on” as Jas. I highly recommend her services.

Salome

Vancouver BC

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    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.