Rick Kowalchuk, B.Comm.
Senior Investment Advisor
iA Private Wealth
Investment Advisor
iA Private Wealth USA
Insurance Advisor
iA Private Wealth Insurance Agency*
Rick holds a Bachelor of Commerce degree and is licensed in three provinces: British Columbia, Alberta, and Nova Scotia.
Born in Prince Rupert, Rick has resided in Nanaimo since 1991. He values spending quality time with his wife, Kathy, and their two dogs, Olive and Abby. He is an avid golfer, a member of the Nanaimo Golf Club, and has interests in reading, gardening, and traveling.
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.
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 wealth 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 wealth 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.