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.
Associate Investment Advisor
Amy was born and raised in Nanaimo but spent several years living in the South Okanagan, returning back to the island nearing the end of 2018. She has several years experience working for Credit Unions and most recently worked as a Financial Services Advisor at Island Savings
where she developed a client focused approach to her business style. Amy is a fully Licensed Associate Investment Advisor and has been designated as a responsible Investing Specialist (RIS). Her role gives her holistic knowledge of the office administrative duties as well as the ability to run her own book of clients.
Her goal is to build life-long relationships with her clients and their families while providing personalized advice that suits their lifestyle. Always having what is best for clients in mind, You can be confident in knowing Amy will go above and beyond for both her clients and community.
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.
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.
Senior Investment Advisor
Iain started in the financial business over 30 years ago with Royal Bank in Hamilton, Ontario. After transferring to Nanaimo in 1994, Iain quickly moved up the ranks within the bank increasing his experience immensely. Some of Iain's past roles included Account Manager, Branch Manager, Trust & Estate Planner and Offshore banking.
He has successfully completed many courses throughout his career including, CSC, CHP, BMC and PFP (Personal Financial Planner). In 2002 Iain decided to branch out on his own into the Wealth Management Financial Planning sector.
Iain believes in long-term relationships and strives to help his clients to achieve their financial goals. His discipline and customized approach to Wealth Management puts his clients and their goals first.