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Polson Bourbonniere Derby Wealth Management jobs and careers

Canada

About Polson Bourbonniere Derby Wealth Management

Polson Bourbonniere Derby Wealth Management is a team of professionals dedicated to making investors’ lives easier. For more than twenty-five years, we have focused on taking the stress out of financial planning. We pride ourselves on providing our clients with individualized investment solutions that work. We have developed the Worry Free Retirement Experience™ to meet the needs of today’s client. Employing our unique Worry Free Retirement Experience™ process we provide services in the areas of: 1) Comprehensive and holistic financial planning that helps you achieve your life goals 2) Investment management that focuses on net returns 3) Insurance solutions that reduce and manage risk 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. *Insurance products are provided through iA Private Wealth Insurance, 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 Protection Fund. Polson Bourbonniere Derby Wealth Management is a personal trade name of Derek Polson, Senior Investment Advisor and Paul Bourbonniere, Senior Investment Advisor. Derek Polson and Paul Bourbonniere are Insurance Advisors with iA Private Wealth Insurance*.

Founded
1997
Employees
11 to 50
Headquarters
Canada

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