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Below you can find more information about our company and our team

About ia private wealth Inc.

iA Private Wealth Inc. (IAPW) is a full service securities brokerage firm and a wholly owned subsidiary of iA Financial Group Inc.. Our advisors have the autonomy and flexibility to find solutions corresponding to your profile. Every serious investor appreciates being informed and guided. This is why the investment advisors at iA Private Wealth Inc. work with you to determine your investor profile according to your objectives and risk tolerance. Your advisor knows you well and always keeps in mind your concerns in order to reach your financial goals. For more information please visit our website.

Our CORE VALUES

Advising significant wealth appropriately requires advisors who are committed to a high level of personal attention as well as to constant improvement of their professional knowledge and service skills. Team Besler excels in adding the kind of value you expect from a business relationship while clearly relating to your personal values and lifestyle. We have developed a culture of client service excellence that is rarely duplicated by our peers. We have termed this unique approach “Wealthcare” and strictly adhere to it’s core values:

1) Accessibility: We respect your time and the urgency of responding to your inquiries, therefore, we ensure our availability immediately upon your call 24-7 using advanced technology. Urgent email messages or voicemail messages will be returned within minutes. All investment advice will be presented to you through a personal conversation directly with Peter Besler.

2) Consideration: You are important to us and we will listen to your concerns and address them immediately. We believe our listening skills are paramount to delivering customized investment solutions to our clients. This ensures you are always in control of your money.

3) Communication: We will take the time to clearly describe each of our investment recommendations to you in order that you may be comfortable with them. Then we will monitor your investments and contact you immediately if any change is required.

4) Review: We value your questions and comments and regard them as an opportunity to learn how we may further improve our services. In order to help us, we offer each of our clients an opportunity to provide us with an anonymous review of our services annually.

Each client is of equal importance to us and we do not differentiate our level of service based on account size.

Why Choose PETER BESLER

 Our team focuses on preserving and protecting your capital while utilizing our competitive advantages in the investing process to enhance the growth potential of your investment portfolio. This philosophy is intended to improve the predictability of returns while reducing the corresponding level of risk. We deliver competitive advantages in all three major categories of the investing process:

1) Knowledge: Beyond our numerous professional designations, we leverage our client product offering from our intellectual proficiency in technology, geology, economics, options trading and investment banking. Very few of our industry peers possess such diversified skill sets and our clients appreciate the value we add as a result of this distinction.

2) Diligence: In order to identify potential investments for our clients we draw on a wide variety of resources provided through our extensive network. This includes a team of analysts at National Bank Financial Inc. and numerous contacts within the securities industry in Canada, USA and internationally. Should we require further due diligence, we will frequently contact management or visit the company’s plant or offices first hand. We are known to fly by helicopter to investigate natural resource opportunities in the Far North and break trail in the jungles of South America and Africa to verify potential new discoveries. You may be assured that we continuously gather all the relevant facts before making an investment recommendation. We strive to lower risk and increase return through accurate information.

3) Experience: We have successfully guided our clients through many periods of extreme market volatility and are seasoned veterans of challenging investment climates. Our clients take comfort in our increased level of communication with them during turbulent times.

MEET OUR TEAM

Peter Besler
Investment Advisor

Peter Besler has over 37 years experience as an investment advisor and over 14 years experience as a senior officer and head office branch manager in the securities industry. Utilizing his extensive knowledge, Peter developed a top ranked investment advisor training program and successfully trained over 200 professionals to become investment advisors. Peter focuses on wealth preservation through risk reduction and advises most of his clients using a precise and disciplined approach. Peter takes the time to clearly explain his recommendations in order to ensure each of his clients understands and is comfortable with their investment choices.

YOU
OUR CLIENTS


Team Besler is constantly reinventing our approach to customer service. Using our extensive experience in the financial services industry, we are evolving our innovative approach to the way we service our clients. This includes increasing our knowledge base to enable us to expand the services we provide. We believe that our clientele are part of our team and appreciate the improvements we often make. We want to work with you to help improve our services. If you have suggestions, please contact us to discuss how we can change for the better. We value your opinion.

OUR SUPPORT
TEAM




Our iA Private Wealth support team has the knowledge and experience to find solutions corresponding to your personal needs. Your Advisor knows you well and always keeps in mind your concerns in order to reach your financial goals. In order to provide you with the quality of service you require, there may be a number of key team members working dilligently behind the scenes to support your advisor. These key employees of iA Private Wealth Inc. are dedicated to ensuring our team can remain focused on delivering your value proposition. Their value to us is immeasurable.

RESEARCH
ANALYSTS


You deserve an Investment Advisor who works relentlessly to stay informed and generates ideas that help you attain the life you desire for your family. We focus on preserving and respecting your capital while utilizing the extensive knowledge base of the research team at National Bank Financial Inc. We believe by utilizing current ideas and updates from qualified research professionals we can offer outstanding service in the investing process in order to enhance the growth potential of your portfolio . Our philosophy is to improve the predictability of returns while reducing the corresponding level of risk.

TESTIMONIALS

"Peter has proven ability in successful investing. As a true pro he manages to make sense of the investment world for rookies. The proof is in the pudding. He has never lost us money and has grown our pile into an impressive achievement."
Andrew Gregg, Teacher at AISA

“Peter has proven ability in successful investing. As a true pro he manages to make sense of the investment world for rookies. The proof is in the pudding. He has never lost us money and has grown our pile into an impressive achievement.”
Andrew Gregg, Teacher at AISA

“Peter has proven ability in successful investing. As a true pro he manages to make sense of the investment world for rookies. The proof is in the pudding. He has never lost us money and has grown our pile into an impressive achievement.”
Andrew Gregg, Teacher at AISA

“Peter has proven ability in successful investing. As a true pro he manages to make sense of the investment world for rookies. The proof is in the pudding. He has never lost us money and has grown our pile into an impressive achievement.” 
Andrew Gregg, Teacher at AISA