Bastion Wealth Advisors Group-
iA Private Wealth
Our office is filled with long-time residents of Nanaimo and we are proud to call the Mid-Island our homes. We live, work and raise our families in this community because of its laid-back lifestyle and its beautiful surroundings. It is this same attitude that drives our approach to dealings with our existing and prospective clients.
iA Private Wealth Inc. is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. IA Private Wealth has been helping Canadians invest since 2002 and has an extensive network service across Canada. We very much value our independence and strive to provide first-class, client-centric advice, communication and service that is more characteristic of times gone by. In a world seemingly dominated by voicemails and long line-ups, we believe that bigger is not always better and seek to differentiate ourselves by our actions and not our slogans.
Our team focuses on providing our clients with comprehensive family wealth management advice through all phases of life. We offer straightforward and unbiased financial guidance and work with clients to create long-term solutions. Our disciplined, holistic and custom tailored approach to investment portfolio advice puts you and your goals first. At the end of the day your investment strategy and risk should be reflective of your income needs and investment goals. Each Families' situation is different and their plan should reflect that reality.
Iain, Mike, Amy and Amanda
“Iain Lindsay has been my financial adviser for many years and has always been very well-informed and professional in sharing his knowledge and expertise. He is respectful and will patiently explain any queries about aspects of the market or will investigate further to provide an answer. His monthly updates and coffee club are an added bonus to keep his clients aware of market activity. The staff are always pleasant, reliable and helpful.”
Ed and Sue
“Michael Holyk has been our main investment advisor for several years since he became a partner in the Nanaimo office. We have been clients of that location for about 35 years. Michael is very knowledgeable in all aspects of financial investment matters but more importantly he is honest and very professional in his dealings with us as persons and clients. We would recommend the office and Michael to anyone interested in investment services.
John and Pam