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Navigating your wealth journey, one stage at a time

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What stage of life are you?

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CREATING WEALTH FOR YOUR FAMILY

Many important financial decisions that you will have to make will be centered upon your family. Our advisors value family and recognize the importance that yours has on your overall financial plan.

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PREPARING FOR RETIREMENT

Your financial future is important. The breadth of tools we have at our disposal for you will help you achieve your retirement goals, so that you can feel comfortable knowing that your nest egg is taken care of.

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OPTIMIZING YOUR RETIREMENT

Cur commitment to our clients stems from a belief in tailored advise, where your finances are invested prudently and wisely, in order to preserve your assets and see you comfortably into retirement.

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   FOR YOUR    BUSINESS

We understand the tax implications of owning a corporation and investing with a business account, and will help you minimize your tax burden, while growing your liquid business assets.

Who Are We?

Mark Nichol
Investment Advisor
iA Private Wealth

Roy Collings
Senior Mutual Funds Advisor
iA Private Wealth
Insurance Agent*
iA Private Wealth Insurance Agency

David Storrie
Investment Advisor
iA Private Wealth

Our Services

 Investment Accounts

Stocks

ETFs

Mutual Funds

Estate Planning

Insurance*

Need a referral?

Our clients praise our exceptional service quality, professionalism and outstanding customer support, frequently noting the positive impact we’ve had on their business success

Comox Valley Infinity Wealth / iA Private Wealth
4.9
Based on 13 reviews
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jackson gole
18:53 12 Nov 24
Thank you Mark for overseeing my investments the past ten years and making great decisions while navigating a very challenging and complex financial environment!Thank you so much!
Scott Dielissen
01:22 31 Oct 24
I have worked with Roy Collings for over 20 years investing in mutual funds. He has always been very helpful and strategic with suggestions to plan for my future. Even in times when i was not able to be attentive to my finances he was there keeping things moving in the right direction. And like i always say Roy if we are making money I'm happy!
Shari Dunn
01:05 20 Sep 24
I highly recommend Mark Nichol as a financial planner and manager. My experience and education in investing was very limited, Mark took the time to explain his investment choices and benefits to make my personal portfolio grow for my retirement plan. We have many good discussions, he listens to my investment thoughts and offers the insight and other details I may not have knowledge. Always contacts over upcoming concerns and always replies promptly to messages left. I have complete confidence he has my best interests in my future and safe investments in mind.
Ellen Hatch
19:43 16 Sep 24
I highly recommend Mark Nichol. He has always given me knowledgeable and detailed advice specific to my financial needs. His reaction time to any queries that I have had has been immediate and always helpful. I would not hesitate to recommend Mark to anyone looking for financial guidance.
Jenni Guthrie
20:37 07 Sep 24
Mark has been great at explaining my financials in a way that is easy to understand.
Robert McQuillan
17:43 27 Mar 24
Working with Mark Nichol has been a game-changer for me. My parents worked with Mark for over 20 years. His expertise and dedication to understanding my unique financial situation have empowered me to make informed decisions and secure my financial future. Moreover, his strategic guidance and personalized approach have helped me navigate complex financial matters with ease. I highly recommend Mark Nichol to anyone looking for a trustworthy partner to achieve their financial goals. Without a doubt, he is 6 stars.
Sheila McQuillan
22:28 21 Feb 24
Mark Nichol is an exceptional human being and excellent financial advisor. Mark worked with my parents for many years to continue his own fathers' commitment to personal financial success. With both my parents passing within four months of each other, as executor or the estate, I could not have known where to start without Marks solid, candid, and above-and-beyond assistance. I would highly recommend Mark and look forward to working with him personally in the the near future.
T H
03:51 19 Feb 24
Very happy with Mark. He is open, flexible and willing to work with me on my investment choices. He also has his own recommendations. He will let me know if my choices are to risky and we will have a discussion and decide together where to invest. I like that! I feel like I am aware and in the loop all the time. The way it should be. He really cares!
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Spending and growth in the same year - it became easier to trust a new broker

Taking more money from my investments to “enjoy it” and do new things I had wanted to do for a while, was also a goal that he achieved for me. Previously I was advised to save, save, save for same rainy days. Well my rainy day fund was there and it was so reassuring to withdraw some funds and yet still see the portfolio have growth. Spending and growth in the same year – it became easier to trust Mark as my new broker.

Marlene D.

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Roy took care of me as if I was his richest client.

“I’ve been a client of Roy Collings at iA Private Wealth for close to 20 years. My husband and both of my sons saw the incredible care and attention that Roy has taken with my account, and they have also moved their money over to Roy. Even though I only started out with a very minimum amount of money, Roy took care of me as if I was his richest client! We’re all incredibly happy with how he’s handled our investments over the years, and would recommend him to anyone. Thanks Roy and iA Private Wealth!”

– Linda M.

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We would recommend him to anyone.

“We have been with Dave for about 10 years and are pleased with our dealings. He contacts us but is never pressuring us while making suggestions and is easily accessible for any questions we have. We would recommend him to anyone.”

– Donna & Glen J.

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For anyone that are not getting what they expected from a bank

“Mark Nichol has been my advisor since May 2016. He is very flexible with being able to meet with us and has kept us well informed. We moved to him to take care of an account the bank was not interested in dealing with. For anyone that are not getting what they expected from a bank he would be worth checking out.” 

– Trish L.

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He listens to my concerns and my financial requirements.

“Roy Collings has looked after my investments for more than 10 years.  Before I met him my experience with Financial Advisors had been less than pleasurable.  My portfolio was switched from agent to agent within a large company – and I was never contacted or invited to meet my new agent.  In fact I was never phoned or contacted unless I initiated a call…..until I decided to move my account.  Then I was hounded for a while. I moved my portfolio to Roy on the recommendation of a friend and I was impressed immediately with his manner of communication and his insistence that I discuss my file with him on at least a quarterly basis.  In fact, we meet much more frequently.  He keeps me informed of market changes and recommendations with regards to my funds.  He listens to my concerns and my financial requirements.”

– Heather H.

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Knowledgeable and Approchable

Dave has been our financial advisor for two years now and during that time he has been a constant source of both information and support in handling our portfolio.  Not only have we done well but we have always felt that Dave is both knowledgeable and approachable when it comes to decisions regarding our retirement funds. I would recommend him to anyone that requires financial advice and support.

 Joanie H.

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Empowered me to make informed decisions

Working with Mark Nichol has been a game-changer for me. My parents worked with Mark for over 20 years.  His expertise and dedication to understanding my unique financial situation have empowered me to make informed decisions and secure my financial future. Moreover, his strategic guidance and personalized approach have helped me navigate complex financial matters with ease. I highly recommend Mark Nichol to anyone looking for a trustworthy partner to achieve their financial goals.

-Robert M.

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Here is what some of our advisors have to say on current events and other relevant financial topics.