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.
Senior Investment Advisor
Mike joined the financial industry in 1996, giving him over 20 years of investment experience. He is a long-time resident of Nanaimo having moved here after university in 1992. Mike brings retail advisory, institutional sales, management and investment experience to his role.
As an Investment Advisor he has worked with one of Canada's largest financial planning firms in addition to two of Canada's largest Mutual Fund companies. It is in this position as a Regional Sales Representative that he had the opportunity to work with some of Canada's best Investment Advisors as well as some of North America's most respected money managers.
Mike offers valuable insight, prospective and experience to his role in helping clients reach their financial goals.
Amanda has been working with iA Private Wealth as the office Administrative Assistant for the past 2 years. Prior to, she worked in a similar role for SunLife Financial for just under a year. She then quickly moved into her role as administrative assistant with iAPW. Amanda’s extensive administrative and client facing background came from 20+ years working retail, most of which as a Department Manager for Thrifty Foods in Nanaimo. Although born in Halifax, Nova Scotia, Amanda has spent her professional years here in Nanaimo and remains loyal to the West Coast where she is an active outdoor enthusiast.
Her skills include experience with payroll, administration, communication and leadership. Since her time at iA Private Wealth she has been working towards completing her licensing requirements to work as a Life Insurance Representative while continuing her administrative role with iAPW. Her hope is to complete this goal early 2023 with the intention of developing positive client relations while continuing to serve the clientele of iA Private Wealth with integrity, honesty and maintain a high-level professional experience.