Mission & Approach
We build and apply a concrete plan of actions that will help you improve your finances while considering your life goals, assets and liabilities, investment style, expectations in terms of financial independence, as well as any need you may have related to succession and philanthropy. We offer tailored solutions from a wide scope of investment choices. This approach is customized to your needs and objectives. As a full-service with a brokerage firm, we have access to all types of market investments. Such a great deal of latitude, combined with our know-how, allows us to build portfolios suited to your personal situation, investment preferences and social values. In this way, we focus on investment planning, estate planning, and retirement cash flow planning. Our typical clients are successful and affluent professionals. Entrepreneurs and business owners • Health Professionals • Engineers • Corporations
Lawyers • High Level Executives, CEO, VP, Directors • Top Level Athletes
Richard Rampersad
Richard Rampersad has worked as an Investment Advisor since 2008. As an Advisor working in wealth management, Richard has in-depth knowledge in creating personalized investment strategies tailor-made for each client. He takes pride in working with clients to help them understand more about their financial and tax opportunities, so that there are clear strategies for their retirement and investment. His clients are typically: business owners, executives, lawyers, engineers, medical professionals, corporations, and affluent investors. iA Private Wealth is the brokerage office of choice for Richard and his team. Richard is licensed and authorized to advise on accounts in the following provinces: Ontario, Quebec.
Team
Fabio
Instead of taking the traditional route in finance and starting his career at a Bank, Fabio decided to pursue the independent route, working as an Associate Investment Advisor. This path allowed him to provide unbiased, personalized goal-based planning and sophisticated investment strategies at a lower cost to clients. Fabio quickly learned that by assisting others in their financial journey, the more people hehelped, the more successful they could both mutually become. Investing and retirement planning requires a high degree of commitment, mutual trust, investment management, and tax planning experience– qualities that Fabio has developed and successfully applied for his clients with over the years. On a personal level, Fabio has played competitive soccer all is life, as well as playing soccer in Europe for short period of time. When he is not working, Fabio enjoys keeping a healthy lifestyle by eating well, staying active, reading, working on personal self development, and spending time with his friends & Family.”
Marisa
Marisa focuses in compliance procedures, and maintains a proper record of all documentation. She responds to client inquiries, while always providing great customer service. She remains available for any assistance and questions that clients may need.
Jeremie
Jeremie Perrault is an Associate Investment Advisor. He has an extensive background in investment planning, retirement planning, financial research. He will be delighted to assist you with any inquiries about your account, trade execution and much more. Jeremie holds a BSc in Computer Science from Bishop’s University, and has completed the CSC ® , WME ® and DFOL® licences.
Shana
Shana is as an Administrative Assistant. Prior to joining iA Private Wealth, she was an Administrative Assistant, and a client advisor in the wealth management division of a bank. Thus allowing her to acquire considerable knowledge in investment banking, and seamless customer service. Known for her strong work ethic, Shana provides daily assistance to the team for administrative and client-related tasks. Outside of work, Shana loves spending time with her friends and traveling to new destinations.
