As a Senior Wealth Advisor with iA Private Wealth, Greg brings twenty years of financial services experience to his practice. Greg has more than a decade of experience in a multi-national corporate environment.

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Adrian works with individuals, families and business owners. His clients appreciate his straight forward and honest advice and he ensures their experience is convenient and simple. Listening to and understanding what’s important to his clients is where every conversation starts.

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Helen’s welcoming smile and focus on client care make her a key member of the Sensible Wealth Advisory Group.  Over the course of Helen’s career she has developed the skills necessary to be a master client service administrator.

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Michael excels at client service and administration and is a key part of maintaining our high level of client satisfaction. Michael looks forward to getting to know you and contributing to various planning aspects for our clients.

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Marie-Loren excels at client service and administration, and is a key part of maintaining our high level of client satisfaction. She looks forward to getting to know you and helping you achieve your goals.

Marie-Loren is an Associate Investment Advisor at iA Private Wealth. She continues to expand her knowledge and is studying to become a registered Investment Advisor.

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Shirley is a valued member of our client support team. Her primary responsibility is assisting with office administration and supporting our Investment Advisors as they update our client files.

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Lori is one of the newest members of our client servicing team. She is an unlicensed assistant who thoroughly enjoys the learning experience and is excited about joining our Team and meeting our Clients.

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