We are here to help! Have a quick question and want to schedule a time for a phone call to discuss or want to setup a Zoom or a face-to-face meeting to review your portfolio? You can now book online by selecting one of the options below.
Andrew Smith, B.Sc., MBA, CFP®
Senior Wealth Advisor
Insurance Advisor
Bill Pachereva
Investment Advisor
Insurance Advisor
Book an Appointment with Bill
Veronica Shelvock, CFP®
Associate Investment Advisor
Retirement Planning
From the iA Private Wealth Team
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Our mission is to help our clients make informed financial decisions with confidence. We address clients' concerns, identify issues and provide solutions to ensure peace of mind with their financial well being.