Polly has over 20 years of experience as an Advisor with full service Canadian investment dealers. She currently assists business owners, professionals and retirees with the preservation and creation of wealth. As a certified investment manager Polly also provides investment advice and construction of personal portfolios.
“I provide wealth, retirement and estate planning advice, as well as advice on your investments.”
“I pride myself on the relationships I develop with my clients which are based upon proactive communication. Clients can expect a partnership approach in managing their assets. Frequent communication ensues that developments affecting your personal financial circumstances and investment objectives are incorporated into your portfolio on a timely basis.”
Polly’s investment strategy is based upon a comprehensive five-stage portfolio process, which ensures that all investment decisions are consistent with your investment objectives.
iA Private Wealth offers holistic, tailored wealth solutions through a network of more than 500 independent Investment Advisor and Portfolio Manager teams. With over $40 billion in assets under administration, we are the partner of choice for discerning investors across Canada.