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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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Questions about Investing? *Get a free, no obligation consultation from an experienced investment advisor.* 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, 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). View 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. View
Sign up for Mark’s newsletter. Keep an eye on the trends. SIGN UP	Experienced Investment Advice Fee based Managed Accounts RRSP, TFSA, and other Registered accounts Guaranteed Investment Certificates (GIC’s) Stocks, bonds and other securities Advisory Accounts and advice Short and Long Term Investment Planning

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219 2nd Ave South
Saskatoon,
Saskatchewan
S7K 1K8 Canada call

Phone: 306-385-6261 call

Cell: 306-241-7690

Toll Free: 1-866-992-9928 fax

Fax: 306-385-6251 email

Mark.SmithWindsor@iaprivatewealth.ca www.iaprivatewealth.ca

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.