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Patricia Quick,
Senior Investment Advisor, iA Private Wealth
Insurance Advisor, iA Private Wealth Insurance
Patricia Quick
Senior Investment Advisor, iA Private Wealth
Insurance Advisor, iA Private Wealth Insurance
patricia.quick@holliswealth.com
Patricia Quick
Senior Investment Advisor, iA Private Wealth
Insurance Advisor, iA Private Wealth Insurance
519-579-4221
Patricia Quick
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As a CERTIFIED FINANCIAL PLANNER® and Investment Advisor, I assist my clients in defining, shaping and realizing their goals for the future.

With more than 15 years of industry experience, I bring to my client relationships a disciplined approach to listening to and understanding their needs – mapping out customized financial strategies and selecting from a broad range of investment options, including mutual funds, stocks and bonds and GICs.

My role is at the centre of a broader professional network, so I can either provide or facilitate many services to support my clients.  Services like:

·         Retirement Planning

·         Asset Protection

·         Life, Disability, Benefit and Travel Insurance

·         Registered Disability Savings Plans

·         Tax Planning

·         Estate Planning

·         Educational Planning

 

I believe that my clients’ interests are best served when clients are educated on key financial issues.  To that end, while you invest in your future, I invest in you through regular client meetings and calls, quarterly newsletters and seminars on a variety of pertinent topics.

It is my opinion that achieving your life’s financial plan starts with a solid, long-term relationship with your advisor.

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Investment Industry Regulatory Organization of Canada (IIROC) Know Your Advisor: IIROC AdvisorReport Canadian Investor Protection Fund
This is not an official website of iA Private Wealth Inc. and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth Inc. 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 purpose 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 Advisors can open accounts only in the provinces in which they are registered. Insurance products are provided through Hollis Insurance (Hollis Insurance Agency in the province of BC). Only services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.