I believe that sustainable ongoing wealth is a realistic goal. It begins with sound financial planning that is based on full disclosure and perfect mutual trust. Getting there depends entirely on a mutual commitment to the behaviours that support that plan and the pure undiluted bottom line truth. As a behavioural coach, my advice to you will always be consistent with the long-term trends and historical behaviour of the capital markets. My goal is to help you reach your financial goals, and my only agenda is to facilitate your financial well-being.
The financial decisions you make today impact your financial security in the future. I have been providing clients with financial planning strategies and investment plans for over 30 years, guiding clients through important life decisions that build wealth, while still meeting short term and long term financial goals. Getting the best professional advice makes all the difference, whether you are considering investment opportunities, planning for retirement, asset allocation, or portfolio rebalancing.Learn More
Rick Kowalchuk, B.Comm.
Senior Investment Advisor
iA Private Wealth
iA Private Wealth Insurance Agency
Rick’s career of helping clients build their wealth and achieve financial security began in 1988 with Western Canada’s premier independent investment company, Great Pacific Management. Rick received his Bachelor of Commerce in Finance at UBC and is a registered Advisor in BC, AB and NS as well as a Life Insurance Agent in BC.Learn More
iA Financial Group
Investment success has very little to do with performance, but everything to do with behaviour.
What Our Customers Say…
Rick Kowalchuk has helped many clients plan and meet their financial goals. Here are some of things Rick’s clients have had to say.
As someone who doesn’t have a ‘financially oriented’ brain, I have always appreciated Rick’s ability to explain investments in a way that is thoughtful and very easy to understand. He is always quick to answer any questions, and his entire team are very friendly and approachable. I would definitely recommend Rick Kowalchuk to anyone seeking a new investment advisor.
Rick and his team have been looking after my investments some years now and I’ve been consistently impressed with how my accounts are managed. He always takes the time to explain the reasoning behind his advice and he is extremely well-informed. With his years of experience you know you’re working with someone who follows a well-researched strategy not the latest fad. It’s clear this is more than just a day job for Rick and Co.
Rick is friendly and very easy to talk to. Rick is very knowledgeable about what is happening in the markets. We have enjoyed years of great service.
We transferred our investment portfolio over to Rick at HollisWealth in 2015. Since that time Rick has demonstrated trustworthiness; Rick is readily available and has a strong knowledge base with regard to the markets. The advice Rick offers is based on our individual situation and needs. We have every confidence in a continued bright future with Rick managing our investments.