Jack Fournier - B.Sc, FMA, CIM® / Portfolio Manager, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency
Travis Kidson - B.Sc, CFP®, CIM® / Portfolio Manager, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency
We are a team-based financial planning and portfolio management practice that takes a consistent, disciplined and process-driven approach. Our mission is to bring clarity to financial advice, enabling clients to […]
Terry Fay - CIM® CFP® / Senior Portfolio Manager, iA Private Wealth
Kian Ghanei - CIM® CFP® / Senior Portfolio Manager, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency
Sean Fay - Associate Advisor, iA Private Wealth
At Caerus Wealth, we offer an innovative, integrity-driven approach to financial planning with our proprietary ADAPT Investment Strategy, which sets us apart. Unlike traditional “buy-and-hold” strategies, we actively manage investments […]
Cory Wright - Wealth Advisor, iA Private Wealth
We believe in empowering your financial journey with innovative, client-focused solutions. What sets us apart is our dedication to building lasting relationships based on trust and transparency, ensuring that your […]
Marolyn Hum - Wealth Advisor, iA Private Wealth
Karli Jay Durant - Wealth Advisor, iA Private Wealth
Erik Molnar - Wealth Advisor, iA Private Wealth
VP: At Ethos Wealth Advisors, we are a diverse group of individuals who are committed to delivering sincere, personalized financial service with the highest level of professionalism and independence. Our […]
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
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 […]
Jason Del Vicario - B.Sc., CFA / Portfolio Manager, iA Private Wealth
Michael Preto - B.Comm., CFP®, CIM® / Portfolio Manager, iA Private Wealth
Amanda Baxter - B.A. Associate Investment Advisor
Heidi Marsall - Associate Investment Advisor
Rozita Tehrani - Associate Investment Advisor
Why Us At Hillside Wealth Management, we operate as a true team—each member focused on a specialized set of tasks to help deliver exceptional financial planning and portfolio management for […]
Mary A. Stewart - Wealth Advisor & CERTIFIED FINANCIAL PLANNER ® , CFP®, EPC, iA Private Wealth
At Integrity Capital Management, we take a thoughtful, client-focused approach to wealth planning. We are committed to not only protecting and growing your assets but also fostering genuine, long-term relationships […]
Louie Lapa - B.COM, CFP®, CIM® Portfolio Manager, iA Private Wealth, Insurance Advisor*, LWP Legacy Wealth Planning Ltd.
Troy lwanik - CFP® Wealth Advisor, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency
At LWP Wealth, we don’t just manage your wealth – we empower your financial future with precision, care, and tailored solutions that evolve with your life’s needs. What sets us […]
Rudy Chung - B.Comm CIM® / Senior Wealth Advisor, iA Private Wealth, Insurance Advisor*, iA Private Wealth Inc. Insurance Agency
Robert Mulrooney - Senior Investment Advisor
Russ Wigle - Investment Advisor
At Mindset Wealth, we focus on more than just financial solutions – we focus on your financial future. Specializing in Investment Management, Retirement Planning, and Estate Planning, we’re committed to […]
Sean Kim - MBA, Senior Investment Advisor, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency
At Navigate Wealth, we offer a uniquely client-centered and adaptive approach to wealth management, setting us apart through a deep understanding of your evolving financial goals. Our holistic strategies are […]
Lorraine June - BA, CFP® - Wealth Advisor, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency
Pearl Niwatsukino - BComm, CFP® - Wealth Advisor, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency
At Reimagine Wealth, we redefine financial planning by combining innovative strategies with a personalized, client-centered approach. We believe in creating long-term, sustainable wealth, not just for today, but for generations […]
Kevin Oser - CIM® / Senior Wealth Advisor, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency
Jonathan Miles - BA, CIM® Wealth Advisor, iA Private Wealth
We believe in more than just an advisor-client relationship; we forge long-term partnerships designed to truly understand and achieve your financial goals. We specialize in customized solutions that are tailored […]
Russell Morrison - CIM® FCSI® Portfolio Manager, iA Private Wealth
We differentiate ourselves through nearly 30 years of experience, delivering personalized wealth management strategies tailored to each client’s unique financial journey. Whether you’re a professional, family, or retiree, we craft […]
Spencer Barnard - CFA, CIM® Portfolio Manager, iA Private Wealth, Insurance Advisor*, iA Private Wealth Insurance Agency
Vaughn Wealth Management, iA Private Wealth Inc. is a full-service wealth management team that has been partnering with their valued clients for years, working with them to clearly articulate their […]
Shawn Schiavoni - CFP® Wealth Advisor , iA Private Wealth
We stand out by delivering integrity-driven, personalized financial strategies tailored to each client’s unique journey. With a focus on holistic wealth management, we blend traditional financial planning with innovative investment […]
Greg Calpakis - CFP® Investment Advisor, iA Private Wealth
At CK Wealth, we pride ourselves on a personalized and adaptive approach to wealth management, ensuring that our strategies evolve with your financial needs. We specialize in helping clients achieve […]
Rory Hunt - CFP® Wealth Advisor, iA Private Wealth
We specialize in crafting customized, integrity-focused financial strategies that are as dynamic as your goals. Our expertise spans investment management, retirement planning, and tax-efficient wealth strategies, tailored to guide you […]