About Bastion Wealth Advisors Group – iA Private Wealth
Company Profile
Bastion Wealth Advisors Group was founded in 2010 as a collaboration of experienced Investment Advisors with the focus of providing our clients comprehensive and prudent financial advice. 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.
iA Private Wealth Inc. is a wholly owned subsidiary of iA Financial Group and provide us with administrative, compliance and investment execution support. iA Private Wealth has been helping Canadians invest since 2002 and has an extensive network service across Canada.
Mike and Amanda
“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
