Richard Roell

Investment Advisor, CFP®, FMA, FCSI, CIWM at iA Private Wealth - Montreal, QC, ca

Richard Roell's Colleagues at iA Private Wealth
James B.Comm

Senior Investment Advisor

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David Lyon

Investment Advisor I Insurance Advisor

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Patricia Quick

Senior Investment Advisor

Contact Patricia Quick

Brad Rowland

Manager, iA Wealth Advice Centre

Contact Brad Rowland

Laura Trian

CPA, CA, CFP®, CIM, Portfolio Manager, Investment Advisor

Contact Laura Trian

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Richard Roell's Contact Details
HQ
N/A
Location
Oakville, Ontario, Canada
Company
iA Private Wealth
Richard Roell's Company Details
iA Private Wealth logo, iA Private Wealth contact details

iA Private Wealth

Montreal, QC, ca • 500 - 999 Employees
Financial Services

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.

Financial Services
Details about iA Private Wealth
Frequently Asked Questions about Richard Roell
Richard Roell currently works for iA Private Wealth.
Richard Roell's role at iA Private Wealth is Investment Advisor, CFP®, FMA, FCSI, CIWM.
Richard Roell's email address is ***@iaprivatewealth.ca. To view Richard Roell's full email address, please signup to ConnectPlex.
Richard Roell works in the Financial Services industry.
Richard Roell's colleagues at iA Private Wealth are Yvonne Smallwood, James B.Comm, David Lyon, Patricia Quick, Brad Rowland, Laura Trian, Brett Harrington and others.
Richard Roell's phone number is N/A
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