Wealthroots Stephen

Wealthroots Stephen Financial Planning
Wealth Management
Insurance and Estate Planning
Investment Advice operates. Only products and services offered through iA Private Wealth Inc.

Stephen Marles, CFP®, FMA, FCSI
Senior Investment Advisor

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. are covered by the Canadian Investor Protection Fund.

01/26/2023

Happy New Year!
01/01/2023

Happy New Year!

Remember and reflect.
11/11/2022

Remember and reflect.

Join us in welcoming Bryton Keyes to the wealthroots team! As an MBA who also holds his CPA designation, Bryton brings ...
11/10/2022

Join us in welcoming Bryton Keyes to the wealthroots team! As an MBA who also holds his CPA designation, Bryton brings several years of accounting and business experience. He looks forward to introducing himself in person.

Happy 50th birthday Kim!
09/19/2022

Happy 50th birthday Kim!

I’m fortunate to have a great team!
06/22/2022

I’m fortunate to have a great team!

Address

139 Northfield Drive West, Suite 203
Waterloo, ON
N2L5A6

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

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