Flexible Wealth

SOLUTIONS

Managing Your Wealth Your Way

As an iA Private Wealth Investment Advisor, I do more than just manage your finances. I sit down with you and listen.

I value an honest relationship with my clients. I focus on communication, accountability and integrity in operating an ethical business that puts clients first. I get to know my clients, to understand their goals, motivation and risk tolerance, and to provide the products and solutions that best fit their individual financial objectives.

Are you motivated to take control of your financial future?

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More than BANKING

iA Private Wealth Advisors are not tied to one specific solution. They can suggest from a wide range of financial products, partners and services.

Get in Touch

Roger Siemens, CFP®
Investment Advisor
iA Private Wealth Inc.

Local Phone: 403-212-5167
Fax: 403-475-9116

roger.siemens@iaprivatewealth.ca

1816 Crowchild Trail NW Suite 700
Calgary AB T2M 3Y7

More than investing

iA Private Wealth Advisors are independent investment advisors with iA Private Wealth Inc.

iA Private Wealth 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.

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.