At our iA Private Wealth branch, client service is our number one concern. Our administrative professionals work with you to ensure quality and peace of mind.
Sheila Smith, CFP®
Licensed Assistant
iA Private Wealth
Sheila Smith, CFP®
With Sheila on your financial planning team, you can be confident that your financial decisions are being driven by a comprehensive understanding of your total financial picture.
Sheila joined our office in 2006, she has successfully managed all facets of our branch operation and client services. Prior to joining our office, Sheila had 12 years experience as an office administrator and in computer services.
In 2010, Sheila earned the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.
Candace Pennachietti
Office Administrator &
Client Support Associate
Candace Pennachietti
Candace joined our office in 2013 and has worked in the industry since 2005. She has over 20 years of experience as an office administrator.
Candace is one of our branch assistants and is responsible for administration and client services in support of iA Private Wealth Advisors.
Candace is a graduate of Brock University, with a BA in Sociology.
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.