iA Private Wealth

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

iA Private Wealth in Courtenay, BC is a financial services firm that specializes in wealth management and investment planning for individuals and families. With a focus on personalized strategies and client-centric solutions, iA Private Wealth aims to help clients achieve their financial goals. Through a comprehensive range of services, iA Private Wealth offers tailored financial advice, portfolio management, and retirement planning to assist clients in building and preserving their wealth. With a commitment to integrity and professionalism, iA Private Wealth strives to provide expert guidance and support to clients navigating the complexities of the financial world. Generated from their business information

Alitis Investment Counsel Inc, located in Campbell River, BC, specializes in providing innovative investment solutions primarily for affluent families and individuals nearing retirement, as well as business owners and professionals focused on wealth building. Established in response to the 2008 financial crisis, Alitis aims to offer financial opportunities typically reserved for the ultra-wealthy, managing over $490 million in private client assets with a significant allocation to alternative investments. The firm prides itself on its dedicated team of experienced advisors and portfolio managers who work closely with clients to develop personalized investment strategies that align with their goals. Alitis also supports investment advisors by providing tailored solutions to meet the diverse needs of their clients. Generated from the website