“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.

David Storrie has been my financial advisor for more than two decades. And in that time he has helped guide me towards financial security in my retirement years. Apart from his good advice, in the resource market, he has become a good friend and our frequent visits and telephone conversations has broadened my investment knowledge and  opened me up to more diverse investments as well as solved many of the world’s problems today

– Mike F.

“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.

“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.

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.

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.

“David Storrie has been my family’s trusted advisor for more than 10 years. He is always engaging with great advice that has grown our portfolios over the years. I have recommended friends to take up his services. Dave seems very informed in the different ways to invest and the different products available. We are very happy with Dave and the service that he provides.”

– Doug V.