01/26/2023
Wealthroots Stephen
Share
Financial Planning
Wealth Management
Insurance and Estate Planning
Investment Advice operates. Only products and services offered through iA Private Wealth Inc.
Stephen Marles, CFP®, FMA, FCSI
Senior Investment Advisor
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. are covered by the Canadian Investor Protection Fund.
01/26/2023
01/01/2023
Happy New Year!
11/11/2022
Remember and reflect.
11/10/2022
Join us in welcoming Bryton Keyes to the wealthroots team! As an MBA who also holds his CPA designation, Bryton brings several years of accounting and business experience. He looks forward to introducing himself in person.
09/19/2022
Happy 50th birthday Kim!
06/22/2022
I’m fortunate to have a great team!
Want your business to be the top-listed Accountant in Waterloo?
Click here to claim your Sponsored Listing.
Click here to claim your Sponsored Listing.
Location
Category
Website
Address
139 Northfield Drive West, Suite 203
Waterloo, ON
N2L5A6
Opening Hours
| Monday | 9am - 4:30pm |
| Tuesday | 9am - 4:30pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4:30pm |
| Friday | 9am - 4pm |