Meet The Team
Daria Koralewska
Senior Investment Advisor
iA Private Wealth
Insurance Advisor
iA Private Wealth Insurance *
[email protected]
Daria has been in the financial services industry since 1991. She is dedicated to the highest level of professionalism in providing financial planning and investment management advice. After 10 years of working with individual families, she decided to move to a management position as a Branch Manager. For 14 years she supervised a team of 14 people and provided support and education to other advisors in her branch, all while maintaining relationships with her clients. In 2016 she decided to focus on working with her clients. Her University background in mathematics and full access to investment and insurance products allows her to provide clients with a detailed analysis of their current situation. This added knowledge gives her the ability to map out the road for clients’ future financial success. Additionally, she is registered as a Registered Representative and has Level 2 Life Insurance and disability licenses.
*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.
Daria Koralewska
Senior Investment Advisor, iA Private Wealth
Insurance Advisor, iA Private Wealth Insurance*.
[email protected]
Daria has been in the financial services industry since 1991. She is dedicated to the highest level of professionalism in providing financial planning and investment management advice. After 10 years of working with individual families, she decided to move to a management position as a Branch Manager. For 14 years she supervised a team of 14 people and provided support and education to other advisors in her branch, all while maintaining relationships with her clients. In 2016 she decided to focus on working with her clients. Her University background in mathematics and full access to investment and insurance products allows her to provide clients with a detailed analysis of their current situation. This added knowledge gives her the ability to map out the road for clients’ future financial success. Additionally, she is registered as a Registered Representative and has Level 2 Life Insurance and disability licenses.
*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.
Ann Urquhart
Licensed Administrator
[email protected]
Ann brings several years of valuable experience in the financial services industry. She plays a leading role in tasks such as document completion and other key administrative responsibilities
James Muir
Administrative Associate
[email protected]
After 15 years, James has returned to the financial industry and joined our team. He is very knowledgeable and is eager to help our clients.
Kathy Boehme
Administrative Assistant
[email protected]
Kathy has been a member of our team since 2006 and is an integral part of our client communication. She is the first point of contact for our clients.
Kathy Boehme
Administrative Assistant
[email protected]
Kathy has been a member of our team since 2006 and is an integral part of our client communication.