250-861-3411
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Roxane Loeppky
Investment Advisor, iA Private Wealth
Insurance Advisor*, iA Private Wealth Insurance Agency
Phone:
250-861-3411
Email:
A Bit About Me
It is extremely rewarding for me to watch as your long-term wealth plans come together, knowing that the strategies I have shown you have made a positive impact on your life. Assessing the unique needs of each of my clients and building meaningful relationships with them is undoubtedly one of my strengths as an advisor.
After more than 25 years in the financial industry, I had the honor and privilege of succeeding the founding advisor after his retirement. Our smooth transition assured new and existing clients that they could continue to expect the same high level of care that our business is known for.
I love living in Kelowna and engaging in many of the activities that the Okanagan has to offer such as: relaxing by the beach, walks, cycling, touring wineries and spending quality time with my family and friends.
- Roxane Loeppky
250-861-3411
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Maggie McCarron
Administrative Assistant,
iA Private Wealth
Phone:
250-861-3411
Email:
A Bit About Me
I joined the iA Private Wealth team in early 2024 after graduating from the Okanagan College Business program. I’m grateful to work alongside Roxane, whose experience and guidance have helped shape my development in this role.
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I’ve gained valuable experience supporting our clients and streamlining our systems. I'm continuously looking for ways to improve how we work, both for our team and our clients. I’m currently working on additional industry courses so I can take on a more impactful role and contribute to our clients’ success in even more meaningful ways.
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I am originally from the East Coast, but now call the Okanagan home, and love taking advantage of all it has to offer. When I’m not at the office, you’ll often find me exploring the outdoors with my two dogs, whether it’s hiking, camping, skiing, or finding new spots to photograph throughout BC.
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- Maggie McCarron
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.
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*Insurance products are provided through iA Private Wealth Insurance Agency, 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.