The Team Approach
Our referral network professionals help round out our complete offering of financial services:
Senior V.P. & Portfolio Manager, 1832 Asset Management L.P.
Insurance Advisor, iA Private Wealth Insurance
Donald joined 1832 Asset Management LP in 1997 and brings with him a history of excellence in building client relationships. In addition to having strong investment expertise and an in-depth knowledge of capital markets, Donald has the acumen suited to providing the appropriate counsel to our high net worth clients. Donald's primary client focus is in providing investment management services to business owners, small institutions and multi-employer pension plans.
Insurance Advisor, Finstepz
Chris has over 45 years of experience in the Financial Services industry. He has spent the last 25 as a Financial Advisor and now specializes in providing guaranteed life-time income solutions and value-based legacy planning to individuals and families who are currently enjoying retirement, or who are planning to retire in the near future.
Insurance Consultant, iA Private Wealth Insurance
Jennifer is a recognized expert in living benefits with extensive expertise in long term care insurance sales and training. Jennifer is the founder and Senior Specialist of LTCI Consulting Inc. which provides insurance advice with respect to all living benefit options.
Mortgage Agent, INVIS
Lori was born and raised in the Waterloo area. She has a diploma in accounting from Conestoga College. Lori has 14 years experience as an independent mortgage agent. Striving for excellence and exceeding client's expectations is Lori’s philosophy. Lori helps aide our clients in fulfilling their dream of owning a home.
Mortgage Agent, The Mortgage Group
Glenn has worked as a mortgage agent for many years, first at a national bank, then at a major
insurance company, and now independently. He believes that working with an independent advisor
can help you get the mortgage product that best matches your specific needs.
Madorin, Snyder LLP Barristers & Solicitors
Rebecca is an associate lawyer who works with the Corporate-Commercial, Real Estate, and Wills and Estates Group.
Before joining as an associate after her call to the bar in 2020, Rebecca completed her articles at Madorin, Snyder LLP where she was able to gain experience in a wide range of practice areas.
Rebecca earned a Bachelor of Knowledge Integration at the University of Waterloo before earning her Juris Doctorate at Western University.
MAC LLP Chartered Professional Accountants
Randy, a partner in the Waterloo office, specializes in advising individual clients and owner-managed businesses in achieving their goals by providing accounting, financing, budgeting, income tax services and other business advisory services. Randy is known for providing exceptional client service working with his clients as they grow and succeed.
MAC LLP Chartered Professional Accountants
For over 15 years David has been assisting clients with their accounting, audit and taxation requirements.
David oversees a portfolio of clients as Partner at MAC LLP. He enjoys working with a wide range of clients in various sectors including not-for-profit organizations and charities.
David enjoys building relationships with clients and mentoring upcoming accountants.
iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through [iA Private Wealth Insurance / iA Private Wealth Insurance Agency] Frost Wealth Management is a personal trade name of Greg Frost. Mortgage services provided by referral.
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