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Client Services Team

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A Team of Specialized Professionals

Our Client Relations staff do all they can to make your experience with our firm a rewarding one and understand that you are at the heart of our success.

Nana Lyle, BBA

Client Services Manager

nana.lyle@iaprivatewealth.ca

Nana joined our office in 2011. She was born in Ghana and moved with her family to Nanaimo in 1989. Here she met her husband Kirstin and they are proud parents to three boys: Austin, Rhondé and Kofi. Nana and her family are actively involved in their children’s school and the community, enjoying football, basketball, track and field, and other sports. She obtained a Bachelor of Business Administration from VIU (formerly Malaspina University-College) in 2005.

In addition to our client services team, Rick has also built a strong network of specialized professionals for his team that include an independent chartered accountant, an insurance specialist, and an independent estate planning lawyer. Each of these professionals is at the top of their respective field and their expertise is available to clients.

OLIVE & JULES

Official Office Greeters

iA Financial Group

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.