iA Private Wealth - Rick Kowalchuk

iA Private Wealth -  Rick Kowalchuk

Share

Senior Investment Advisor Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. operates.

With over 30 years as an Investment Advisor, Rick’s experience allows him to help his clients achieve their financial goals, both short and long-term. Whether it's building wealth, or planning for retirement, Rick’s role is to guide clients through those important life decisions where getting the best professional advice makes all the difference. Rick's experience includes:

Branch Manager's Desig

08/27/2026

Are you wondering what to do in case you’re being targeted in a possible scam? Browse this tool to learn about the most common scams affecting Canadian residents and businesses, and how to protect yourself: https://tinyurl.com/ybsv8m85

04/24/2026

As you prepare for retirement, you will need a different approach as to how you manage finances, prioritize spending, and save for your golden years. Check out these free resources to get your retirement plan up and running today. https://tinyurl.com/y6derhv7

12/24/2025

Season's greetings, wishing you a Merry Christmas.

11/10/2025
09/25/2025

iA Private Wealth advisors can address your questions, help you make informed decisions, and ultimately optimize your assets. Reach out to our team today: https://tinyurl.com/5n97xnx8

09/22/2025

Are you planning on donating shares to charity but don’t know the most tax-effective way to do so? Our iA Private Wealth calculator helps you compare tax savings and make better decisions based on taxable income, donation amount, and adjusted cost base. https://tinyurl.com/239nda5d

09/18/2025

Gift giving, hotel reservations, flight tickets, and more... as we approach the holiday season, be mindful of how to manage your bills while still enjoying the annual festivities. Review these tips to help keep your budget on track: https://tinyurl.com/bdhxxuer

Want your business to be the top-listed Accountant in Nanaimo?

Click here to claim your Sponsored Listing.

Location

Address


#103-6596 Applecross Road
Nanaimo, BC
V9V0A4

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 1pm