We are a full service brokerage located in Edmonton, Alberta and focus on retirement planning.
Our experience and unique process ensure clients are well prepared to transition from their working years to their retirement years.
Investment Advisor, MBA CFP®, Metric Financial, iA Private Wealth
Shannon has worked in the financial services industry for almost twenty years and is a licensed investment advisor. She also holds the CERTIFIED FINANCIAL PLANNER® designation. She attended the University of Alberta School of Business where she graduated with distinction with a Bachelor of Commerce Degree. In 2014 she completed her MBA, specializing in finance, from the University of Alberta. Shannon facilitates workshops and education seminars and speaks frequently on modern topics in investment and retirement planning.
When she is not working, Shannon is spending time with family and friends. She keeps busy by adventuring with her family and volunteering for her son’s various activities. She has also been known to throw a pretty fun dinner party.
Associate Investment Advisor, BA, Metric Financial, iA Private Wealth
Sarah has worked in the investment industry for the past decade. She originally started in an administrative role and has worked in numerous roles before becoming a licensed advisor. Sarah has her hands in almost everything our team does and she ensures we are operating efficiently.
Sarah graduated, with distinction, from the University of Alberta with a Bachelor of Arts in 2008 before beginning her career in financial services. Outside of work Sarah enjoys exploring Alberta with her partner and two dogs, going to hockey games and concerts, or checking out a new restaurant. She is also passionate about animal rescue and volunteers with a local organization.
Licensed Assistant, Metric Financial, iA Private Wealth
Insurance Advisor*, iA Private Wealth Insurance
Marius has been in the investment industry for over thirteen years and believes that everyone needs a road map to financial success. Marius provides tailored plans, insurance, and portfolio analyses to help clients realize their financial goals. Marius is a licensed member of the Investment Industry Regulatory Organization of Canada, the Mutual Fund Dealer Association, and Alberta Insurance Council.
When Marius is not in the office, he's cheering on the Oilers, watching the NFL, NBA, the latest hyped movie release. He is also our resident go-to for board games as he is co-owner of a local board game café.
*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.