Andrew Bradshaw - Senior Investment Advisor - iA Private Wealth

10/17/2022

My new website is now live and clients can log in to their investor profiles from the main page.

We believe comprehensive personal wealth planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and helping you achieve your goals.

09/20/2021

The role operates within a fast-paced, often high-stress, environment with the incumbent delivering to multiple demands.
Oversees office communications/documentation by:
• Ensuring calls, faxes and emails are responded to in a timely fashion
• Maintaining office documents, paperwork and administration
• Co-ordinating fulfillment of advisor requests
• Processing and tracking office and advisor expenses
• Organizing seminars and client events
• Overseeing client and advisor meetings
• Finalizing advisor travel arrangements
• Maintaining advisor schedules

09/18/2019

https://www.youtube.com/watch?v=LJMARXte6ps

When it comes to your finances, it pays to seek advice and guidance from a skilled and knowledgeable wealth professional. At iA Securities, our Investment Ad...

03/12/2016

Life insurance a cheaper alternative to mortgage insurance, experts say.
http://www.cbc.ca/beta/news/life-insurance-a-cheaper-alternative-to-mortgage-insurance-experts-say-1.615705

Canadians looking to wrap up new home purchases might find that life insurance is a more flexible and less pricey alternative to mortgage insurance obtained through a bank, say personal finance experts.

01/06/2016

http://www.theglobeandmail.com/globe-investor/retirement/retire-family/six-retirement-myths-that-can-set-you-back/article27998212/

Paying off debt or saving for a house need not keep you from setting aside money for the future

01/06/2016

http://www.cbc.ca/news/business/rrsp/osc-questionnaires-study-1.3363957

Questionnaires to assess your risk tolerance are a common tool for financial advisers. But a study done by the Ontario Securities Commission raises questions about how effective these questionnaires are.

06/24/2015

https://youtu.be/BUhMTfXmIh0

06/24/2015