![]() “I’ve been a client of Roy Collings at iA Private Wealth for close to 20 years. are covered by the Canadian Investor Protection Fund. Only products and services offered through iA Private Wealth Inc. * Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. ![]() He keeps himself involved in the lives of his clients and is willing to meet with them as often as they are comfortable. While many advisors choose a set portfolio and tend to leave their investments for long terms, Roy takes the opposite approach by suggesting to move money around where he believes it will do best. He considers himself a pro-active advisor and is willing to suggest multiple changes within the year as the market dictates. Roy holds himself to a high professional standard and commits many hours to his individual clients, tracking their portfolios against market trends. His involvements include coaching community football for ten years, President of CV Raiders for five years, and President of Mall Merchants Association for five years. when it became iA Private Wealth.Īlong with maintaining a steady professional career, Roy made sure to stay involved with the community and the lives of his children. After many years with Dundee Securities, the company was bought out by Scotia Capital and by Industrial Alliance Securities Inc. When Fortune Financial was bought out by Dundee Securities, Roy moved into the Courtenay office in the Braidwood Mall. ![]() In 1997, Roy gained his mutual funds licence and he decided to start his own branch of Fortune Financial which was located in Comox. First as a life insurance agent, Roy and a partner started their own firm called Glacierview Financial. The stores were closed in the mid 1990’s and Roy began his career in the financial services business. Roy owned a men’s clothing store in Courtenay for many years before expanding to Campbell River. They stayed in Comox where Roy would graduate from high school and soon after meet and then marry the love of his life Deb. Best of all, as an Wealth Tracker user, personal service is only a click away - whenever you have questions or need assistance, Wealth Tracker can connect you to a Financial Advisor in your area.Roy came from a military family that was lucky enough to be posted to Comox when Roy was very young. Additionally, the application can help you better understand certain investments through access to research reports from our nationally recognized equity research partner. When you register for Wealth Tracker, you can complete a risk profile and see if your holdings are aligned with your financial goals, tolerance for risk, and time horizon. The software will track your net worth, monitor your progress toward your goals, perform detailed analysis on your investment portfolio and illustrate your asset and sector allocations. Use Wealth Tracker to securely view all of your financial information your investment and retirement accounts, checking and savings accounts, mortgage, student loans and other loans, credit cards, and more in one place. Available via mobile, tablet, or any computer, Stifel Wealth Tracker is a powerful free service designed to give you a big-picture view of your financial situation so that you can chart a course for your future.
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