Anna Olivieri

Anna Olivieri, Branch Administrator

Anna joined Wealth Strategies as the Branch Administrator in 2013.  Anna brings over 25 years of administrative and client service experience to Wealth Strategies. 

As the main point of contact in our client service team, Anna believes in providing the best client service possible in the following areas:

  • General/Administrative inquiries
  • RESP/Redemption documents
  • Statement/Account inquiries
  • New client set-up
  • Transfers of investments to Wealth Strategies from other institutions
  • Scheduling appointments
  • Client web access
  • Change of addresses
  • Starting/Stopping monthly savings plans

Contact Anna

 

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 Portfolio Manager can open accounts only in the provinces where they are registered.

*Insurance products are provided through Hollis Insurance. Only services offered through iA Private Wealth Inc., are covered by the Canadian Investor Protection Fund.

 

                                              

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