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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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Financial Planning...  It is as much about mapping out a strategy to see your dreams come true as it is about dollars and cents.  It is a game plan for your future and a roadmap to keep you on track.

Our  Financial  Planning  Process

1.    We will set achievable investment goals and objectives, by first evaluating your financial needs and goals then developing your personalized financial plan.

2.    We will implement your asset allocation policy based on your financial plan that keeps in mind both your goals and your comfort level.

3.    Together, we will monitor your ongoing progress as you meet your portfolio goals. When there are changes in your personal circumstances, we will work with you to adjust your investment strategy to ensure that your portfolio continues to meet your investments goals and objectives.

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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.