From investment and insurance advice to tax, legal and estate planning assistance, our highly skilled team – and professional partners – are among the best in the industry. And we are committed to working with you to provide unsurpassed financial guidance through tailored wealth management solutions.
Consultations by appointment. Call us at (709) 726-6991 or toll-free (888) 725-6991.
B. Comm, CPA, CGA, CIM, CFP®
Portfolio Manager, Senior Invesment Advisor
Director, Private Client Group
Insurance Advisor, iA Private Wealth Insurance
In Short: Secrets to Make Your Dollars Grow
This information has been prepared by Larry Short who is a Portfolio Manager, Senior Investment Advisor, & Director, Private Client Group, for iA Private Wealth Inc. and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.
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 a business name under which iA Private Wealth Inc. operates.
Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.