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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Providing a framework to make financial decisions and develop customized solutions. We are here to support our clients so they can make financial decisions confidently today and in the future.