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Investment Advice & Money Management Tips

From life changes to market volatility, a bit of experienced insight can make a real difference to your investment plan.

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CONTACT MARK SMITH-WINDSOR

Money management and stock market investing can be complex, depending on your goals. It can be challenging to get clear answers to your questions because there are many different ways to manage your portfolio.

Talking to an investment advisor could help you clear up some confusion, figure out what tools are available to help you manage your portfolio, and help you manage life changes while sticking to a clear investment strategy.

Mark Smith-Windsor

Mark Smith-Windsor

Mark Smith-Windsor, CPA, CMA, CFA, is a Portfolio Manager and Investment Advisor at iA Private Wealth Inc. He advises individuals and corporations on their investments. With a passion for investing he entered the financial industry in 2004 as an Investment Advisor.

As a trusted source of investment insight, Mark has been quoted in: The Wall Street Journal, Canadian Business Magazine, The Star Phoenix, and CBC Radio and Television.

Mark has a degree in Economics, the Chartered Financial Analyst (CFA) Designation, and is a Chartered Professional Accountant (CPA CMA).

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Erin Paquin

Erin has been working in the financial services industry since 1998 and has taken the Canadian Securities Course as well as the Conduct & Practices handbook Course to become a Licensed Assistant.  Erin's role is wide ranging, which consists of trading, client engagement, tax reporting, account administration, compliance and documentation.  

She loves working directly with clients and strives to provide exceptional customer service.Erin and her husband, Curtis, are proud parents to two daughters. Away from the office, she enjoys spending time watching her girls play soccer and travelling.

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Experienced Investment Advice

Fee based Managed Accounts
RRSP, TFSA, and other Registered accounts
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Stocks, bonds and other securities
Advisory Accounts and advice
Short and Long Term Investment Planning

IA Securities
CIPF Member
advisor
IIROC
map219 2nd Ave South
Saskatoon,
Saskatchewan
S7K 1K8 Canada
callPhone: 306-385-6261 callCell: 306-241-7690toll freeToll Free: 1-866-992-9928 faxFax: 306-385-6251 emailMark.SmithWindsor@iaprivatewealth.ca www.iaprivatewealth.ca

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. 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.