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About Rick

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Rick Kowalchuk, B.Comm.

Senior Investment Advisor
iA Private Wealth

Investment Advisor
iA Private Wealth USA

Insurance Advisor
iA Private Wealth Insurance Agency

Rick was born in Prince Rupert and has lived in Nanaimo since 1991. He enjoys spending time with his wife Kathy, son Geoff and his two French bulldogs, Jules and Olive. Rick is an avid golfer and member of Nanaimo Golf Club and also enjoys reading, gardening and travelling. Rick proudly contributes to the BC Hope Recovery Society and their efforts to better the lives of others in our community.

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.

In addition to his roles with iA Private Wealth and iA Private Wealth Insurance Agency, Rick has recently joined iA Private Wealth USA, where he can offer comprehensive, holistic wealth management services for clients with a presence in both Canada and the United States.

Rick Holds the Following Professional Designations:

  • Canadian Securities Certification
  • Conduct & Practices Handbook
  • Investment Advisor (1988)
  • Life Insurance Agent (1994)
  • Branch Manager Designation (1998)
  • Accretive Elite™ Advisor Program (2012)

Our Mission

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.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents, or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

IAPW-USA is a registered investment adviser with its head office in Toronto, Canada. IAPW-USA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by IAPW-USA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of IAPW-USA current written disclosure statement discussing IAPW-USA’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from IAPW-USA upon written request.

* Mortgage services provided by referral.
** Home and Auto Insurance provided by multiple carriers.
*** Custom Care HCSA by referral.