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Here are some of the faces you’ll see when you visit Mindset Wealth:
Senior Investment Advisor
iA Private Wealth Inc.
Immersed in an entrepreneurial family from a young age, Robert has turned his business acumen into a key strength as an Investment Advisor. But it’s not all about business – Robert believes community service and volunteerism are important social investments, and he’s actively involved with several community organizations. Robert studied economics at Carleton University.
Investment Advisor
iA Private Wealth Inc.
*Insurance Advisor
iA Private Wealth Inc. Insurance Agency
Like Robert, Russ was inspired at a young age to pursue a career in financial management. After graduating with a commerce degree from UBC, he built an investment practice and then worked with several Vancouver-area firms before transitioning into Robert Mulrooney’s practice in the Comox Valley. An avid snowboarder, Russ can often be found hitting the slopes with his young family.
Investment Advisor
iA Private Wealth Inc.
*Insurance Advisor
iA Private Wealth Inc. Insurance Agency
Rudy was born in Northern Manitoba after his parents immigrated to Canada. Like many new immigrants, his parents made up for any financial and educational shortfalls with a strong work ethic, working seven days a week for most of their life after starting a business. A little bit of advice would have gone a long way for them, and it is this sense of responsibility that motivates Rudy every morning when he comes into the office.
Associate Investment Advisor
iA Private Wealth Inc.
Mindset Wealth’s “office manager extraordinaire,” Laura has been keeping things running smoothly since 2009 and is an integral part of the Mindset Wealth team. A busy mother of four, she’s perfected the arts of multitasking and organization – skills that have proven particularly helpful at work. Though Laura truly enjoys every aspect of her role with Mindset Wealth, it’s the opportunity to participate in fundraising and community events that give her the most pleasure.
Licensed Assistant
Jessica focuses primarily on client service and support for investment and insurance clients. Born in White Rock, Jessica moved to the Comox Valley in 2008. She joined the Mindset Wealth team in September 2017.
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Your mindset reflects your wealth.
iA Private 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.
*Insurance products are provided through iA Private Wealth Insurance Agency, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protector Fund.