Roxane Loeppky
Investment Advisor
iA Private Wealth
Insurance Advisor
iA Private Wealth Insurance Agency*
Over 25 Years of Experience and Knowledge in Personal Wealth Management
INVESTED IN YOU
SERVICES
OTHER SERVICES
Providing comprehensive financial, tax and estate planning tailored specifically to your individual goals and unique lifestyle.
A personalized approach prioritizing a long-term relationship based on trust and keeping your best interest in mind.
Investment Planning and Implementation
Insurance Planning*
*Insurance products provided through iA Private Wealth Insurance Agency*
Cash Flow Projections
Estate Planning
Risk Management
Continual Portfolio Reviews
Tax Preparation
*iA Private Wealth Inc. does not provide any income tax preparation services and does not supervise or review any income tax returns*
Tax Efficiency Planning
HOW ARE WE DIFFERENT?
Customized Approach
An in-depth analysis of your unique personal financial situation accompanied by immediate recommendations on how to save you money and grow your portfolio.
Commitment
As an investment team, we make a long-term commitment to help you achieve your financial goals and objectives. We are dedicated to simplifying your life by presenting efficient tax and investment concepts in a manner you will understand.
Relationship Building
Building meaningful relationships allows us to become an integral part of your life and helps us pull together everything that is most important to you.
Investment Philosophy
We identify the average rate of return required by your portfolio to provide you with the lifestyle you desire. We then structure your portfolio to provide you the best chance of achieving the required benchmark with the least amount of risk.
OUR TEAM
Roxane Loeppky
Investment Advisor, iA Private Wealth
Insurance Advisor*, iA Private Wealth Insurance Agency
Tel: 250-861-3411
Maggie McCarron
Administrative Assistant, iA Private Wealth
Tel: 250-861-3411
About Me:
About Me:
It is extremely rewarding for me to watch as your long-term financial 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
I am a 2023 graduate of the Okanagan College Business program, and I am thrilled to have joined the team here at iA Private Wealth with Roxane.
I'm eager to contribute to the team by seeking out improvements in our systems and processes. Learning and adapting are integral to growth, and I'm committed to facing challenges head-on with enthusiasm and determination.
Outside of work I can often be found exploring all over BC with my two dogs. Hiking, camping, skiing, and photography are all passions of mine, and being from the east coast, I cherish every moment spent in this beautiful province.
- Maggie McCarron
PROSPECTIVE CLIENTS
Place a high value on trust as the basis for a professional relationship
Have a long-term perspective and are patient
Have realistic expectations regarding investment returns
Have eliminated or managed personal debt levels responsibly
Understand that a diversified portfolio will fluctuate with economic events
Understand we must be profitable if they want to continue doing business with us
Roxane Loeppky, Investment Advisor
iA Private Wealth
307 - 1500 Hardy Street, Kelowna, BC V1Y 8H2
Email: roxane.loeppky@iaprivatewealth.ca
Telephone: 250-861-3411
Toll-Free Line: 800-663-2205
For any general inquiries, please fill in the following contact form:
CONTACT US!
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.
*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.