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Greenhaven Private Wealth Counsel

Contact Information

  • (604) 895-3452
  • Visit Website
  • info@greenhavenprivatewealth.com
  • 610 - 220 Brew St. Port Moody BC V3H 0H6, 700-609 Granville Street, Vancouver, BC V7Y 1G5
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Advisors

Sherry Blamey - CFP®, CIM®, FCSI / Senior Wealth Advisor, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency

Kate Jonas - Associate Wealth Advisor , iA Private Wealth

Bella Blamey - Associate Wealth Advisor , iA Private Wealth

Minimum Investment

500,000

Languages

  • English

Greenhaven Private Wealth Counsel

At Greenhaven Private Wealth, we are committed to delivering tailored, holistic financial planning that evolves with your unique life journey. Our advisors excel in offering solutions that go beyond investment management, encompassing retirement strategies, tax planning, and estate planning, all delivered with integrity and a deep understanding of your individual goals. With over 50 years of collective experience, we combine industry expertise with the latest technology and a genuine care for your personal milestones, guiding you toward long-term financial security and success.

We pride ourselves on our strong client relationships and the use of cutting-edge financial tools. Our team works diligently to stay ahead of industry trends while adhering to the highest standards of client care and fiduciary responsibility

Whatt We Do Best:

  • Retirement Planning
  • Estate Planning
  • Tax Strategies
  • Risk Management

Who We Specialize on:

  • Young Professionals
  • Pre-Retirees
  • High-Net-Worth Individuals
  • Families

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Disclaimer

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

The information on this web site is intended for use by persons resident and located in Canada only.