Prepared for Excellence

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“It’s not about us, it’s about you.”

We Believe

Now, more than any other time, investing, saving and planning has become overly complicated. The massive amount of information and endless jargon we are exposed to these days can cause investors to feel anxious. This can result in procrastination or even avoidance of planning, setting goals and investing. 

Our Approach

Increasing the probability of our clients’ success in reaching their financial dreams using three core strengths: 

  • Strategic Asset Allocation
  • Risk Mitigation  
  • Tax Efficiency

Our Focus

We focus on removing the complexity of investing from your plate to ours so that at some point you can slow down and enjoy the fruit of a lifetime of hard work.

Learn more

We enhance our client experience by being efficient, responsive & supportive.

Meet the Team

We are a comprehensive and well equipped team, ready to serve your best interests first.

LET'S GO SEE THE TEAM!

Want to book a meeting today?

Contact Us
Contact

Sherry Blamey
Senior Wealth Advisor
iA Private Wealth Inc.
Insurance Advisor
iA Private Wealth Insurance / iA Private Wealth Insurance Agency
Phone: 604-895-3331
Email: sherry.blamey@iaprivatewealth.ca

Contact

Mike Nott
Senior Wealth Advisor
iA Private Wealth Inc.
Insurance Advisor
iA Private Wealth Insurance / iA Private Wealth Insurance Agency
Phone: 604-669-1143
Email: michael.nott@iaprivatewealth.ca