iA Private Wealth
Banks and Investment
Yvonne Smallwood, CFP®, Investment Advisor with iA Private Wealth, and Insurance Advisor with iA Private Wealth Insurance* Yvonne's mission is to provide value-added service and offers a wide range of investment products, advice and services including retirement & estate planning. Yvonne is able to refer clients to a Mortgage consultant to address their mortgage requirements.
Phone 705-653-5155 or email at firstname.lastname@example.org to book an appointment
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.
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.