Roy Collings
Senior Mutual Funds Advisor – iA Private Wealth
Insurance Advisor – iA Private Wealth Insurance Agency
Roy Collings is a dedicated advisor with 27 plus years of experience, renowned for his insightful strategies and unwavering commitment to his clients. A family man at heart, he cherishes the time with his loved ones and actively engages in community initiatives, reflecting his strong ties to the area he has called home his whole life.
Roy holds himself to a high professional standard and commits many hours to his individual clients, tracking their portfolios against market trends. He considers himself a pro-active advisor and is willing to suggest multiple changes within the year as the market dictates.
He has a deep understanding of local dynamics, combined with this professional extensive knowledge, enables him to foster lasting relationships and contribute meaningfully to the financial well-being of his clients and community.
Contact me today at: Roy.Collings@iAPrivateWealth.ca
Testimonials
“When I first moved to the beautiful Comox Valley 11 years ago I felt unsatisfied with the return on my investments that were either with a local bank or invested with my company plan. A co-worker suggested I could talk to Roy Collings with whom he had developed a trust in the handling of his own savings and investments planning.
My account is far from grand yet I still feel that I’m taken care of as though I were family!
I appreciate the consistent monthly reviews by Roy personally to see if we need to make any adjustments in a constantly changing market. Roy takes the time to explain his observations and be sure I’m comfortable with adjustments to my account.”
– Jill K.
“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.
“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.
“I met Roy Collings in the year 2006 and he has been my financial advisor for the past 10 years. I quickly realized that he is skilled in his field and that I could trust him to handle all my financial investments. Roy set up and manages my portfolio in accordance to my needs. I came to him with only a few financial resources but over the years he has built my financial portfolio up to a level such that now I can withdraw a monthly wage that keeps me living comfortably. I especially appreciate that Roy explains financial terms and procedures in a way that I can understand. He is always up front and honest about the workings of the accounts. Another point that I think is very important is that once a month we have a meeting so we can review my investment funds and do any investment changes that may be needed. I appreciate Roy’s dedication and skills and will keep him as my financial advisor and in charge of my financial future for as long as he will do this work for me.”
– Verna-Gean
“I have been a client of Roy and Mark for 10 years, during this time I have pursued a variety of careers across Alberta and British Columbia. Both Mark and Roy have actively engaged me in all aspects of my investments providing very timely and dependable advice.
As I begin my transition into retirement I look forward to continuing and enjoying this excellent relationship.”
– Peter E.