Your financial priorities deserve a plan that brings them together. A personal advisory relationship helps connect the decisions you make today with the future you want to build.
Penny Walker, Senior Wealth Advisor with iA Private Wealth Inc., helps individuals and families develop an investment approach that reflects their values and supports their goals across generations.
A History Dating Back to 1892
Clients2
Employees2
Stock Growth2
Assets Under Administration2
Clients1
Advisor Teams1
Assets Under Administration1
¹As of September 30, 2025.
²As of June 30, 2025.
Contact Penny or Lesley to discuss your questions and arrange a meeting.