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IA Private Wealth

Independent Financial Advice with A Trusted Track Record

Vancouver Island is the paradise Canada dreams of retiring to. Many of us have chosen to raise our families here, with the benefits of natural beauty, excellent professional infrastructure, and a warm community feel. As family wealth increases over the years, finding holistic advice regarding everything from tax savings to insurance needs becomes essential.

Neighbourhood Feel for the Important Investments of Life

We spoke with Chris Mohr at his downtown Parksville IA Private Wealth office, to find out how community-minded investment works. After thirty years in Parksville and more than a decade helping to guide the team of financial professionals at the office, Mohr described the strong relationships built with a long-term view in mind.

“Most of our growth at IA Private Wealth’s location in Parksville comes from referrals. When we’re first contacted, it’s likely that the person has already pre-vetted us through someone who is an existing, long-term client. By growing our clients’ financial interests year in and year out, we’ve developed a reputation of trustworthiness, long-term focus, and a warm and informative approach,” Mohr explained.

“Typically, we don’t advertise and we try to demystify financial planning by steering clear of fancy jargon,” Mohr went on. “We know that RSPs, RRIFs, TFSAs, and other important choices are critical components of client investment portfolios. Our role is to know what’s recommended for each situation. We get to know our clients, so we can provide comprehensive and accurate advice. That’s our job. Successfully meeting long-term financial goals is the evidence that we’ve done our job well.”

Wealth Management, Insurance Coverage, Borrowing Advice

IA Private Wealth focuses on a six-step process to ensure that each of its licensed advisors have a client’s complete financial future considered. Family priorities, setting short and long-term goals, personal and holistic wealth planning for peace-of-mind, attentive implementation, and progressive monitoring are essential components to financial advice excellence.

Knowing that existing clients send their family and friends to the team at IA Private Wealth’s office – at 174 Morison Avenue in downtown Parksville – speaks to what Mohr calls the “family” aspect of their office’s approach. “We pick up the phone and hear, ‘My relative says you’re the people we need to see’ all the time.”

Peace-of-Mind for Life’s Important Investments

Stop in at the expanded office for a wealth management, estate planning, or insurance protection visit soon. The group of financial advisors will have a hot cup of coffee for you – plus strategic knowledge for your investment choices, financial risk mitigation, and market diversification questions.

Chances are you’ll recognize someone in the close-knit staff from hockey or curling – somewhere in the community, they are involved and growing the Parksville way, just like your family! A call today can lead to your peaceful financial future for decades to come.

Sustain Collective Wellness

Holistic Health & Wellness Resources Close to Home

Recently, the multi-disciplinary team of healthcare practitioners at Sustain Collective in Parksville gave their downtown location a fresh look to match their invigorating service offerings. With professionals spanning holistic wellness services – from massage therapy to effective alternative health services – Sustain Collective is a one-stop shop for making sure your youthful energy stays steady.

Parksville’s Prime Location for Massage Therapy Services

We spoke with lead clinician and the Collective’s director, Sarah Adams RMT, to find out more about Parksville’s cutting-edge massage therapy practice. “We’ve created a space that brings the benefits of clinical procedures inside an environment deeply encouraging for individualized patient support, whether for pain alleviation, increased mobility, or deep relaxation. Our patients find a welcoming healthcare space in the community where life’s stress points are relieved,” Adams told us.

“We know that our clients have a to-do list that keeps them running all day. When they enter our Sustain Collective space, it’s a time to focus on the importance of health and healing — a place where our patients feel they are taken care of,” Adams explained.

Footcare Nursing and Somatic Sound Healing Specialists

With an in-house Licensed Practical Nurse focused on patient foot health and a dedicated energetic somatic sound practitioner offering guided sessions, resilience and mobility are restored while one’s mind is set at ease. Canada is experiencing a concerning increase in social isolation, particularly among retirees. Finding trusted professionals who can take the stress of medical appointments and turn them into times of refreshment and renewed energy is a community jewel.

“We offer personal phone consultations regarding some of the direct billing paperwork we can take care of through extended health benefits. It’s surprising how many people don’t take full advantage of the medical benefits available to them every year, simply because the billing process seems daunting. In many cases, we can handle the paperwork for our clients, so they can focus on holistic wellness and optimal health,” Adams explained.

Holistic Focus with Individualized Care

Reach out to Sustain Collective to book an initial consultation today. Their warm and caring staff is ready to help you feel your best, regardless of your age or health concerns. Clinicians have flexible scheduling, including weekends and evenings, at their location at 175 Weld Street. Easy-access, free parking is available at the Parkade on McCarter Street. For mobility-restricted patients requiring nursing footcare, in-home visits can be arranged.

Stop in to see their fresh, soft look and begin your journey to holistic health. Sustain Collective provides a unique, safe, and aligned feeling — that special wrap of peacefulness and health that massage therapy (and adjacent wellness disciplines) evoke. Why wait? Book your first massage or reflexology session today. Find the oasis in downtown Parksville where science, soul, and positive energy meet.

Elegance Sculpting

Elegance Sculpting in Parksville, BC is home to the leading experts in medical aesthetics, cosmetic injections, shockwave therapy, traditional spa services, wellness programming and advanced lasers technology.

In 2017, Elegance Sculpting was born from Rachel Bentley’s desire to bring progressive laser technology to Parksville and Vancouver Island as a whole. And she’s done it. Elegance Sculpting offers over a hundred unique treatments, including the industry’s most advanced medical aesthetic treatments.

Over the last six years, Rachel has grown her spa from one room to a beauty and wellness headquarters; grown her team to partner with top professionals in health and beauty; and this is only the beginning. For those who know Rachel, she is always looking ahead to what’s next and plans on continuing to bring the best spa services to her community.

Bradley’s Bistro

Janette, the manager of Bradley’s on Jensen, has expertly curated an ambiance that exudes safety and warmth within the local bistro. Since assuming her role in May 2023, Janette has cordially welcomed both regular patrons and those soon to become regulars, gracing them with her inviting smile and an enticing array of homemade treats, a delightful selection of daily coffee specials, and, most notably, her exceptional soups.

With a deep commitment to community support, Janette and her dedicated team infuse love into every dish they prepare and each cup of coffee they serve. Their mission is to fashion a secure and nurturing haven for all, beginning by cleansing the bistro’s energy with sage, ensuring the well-being of everyone who crosses the threshold. Baking commences promptly at 6:30 every morning, guaranteeing that your favourite pastry and coffee await your arrival.

For the month of November, the featured hot beverage is the White Chocolate Chai Latte, a heavenly choice to envelop you in warmth on a brisk autumn morning. Bradley’s on Jensen remains a sanctuary of comfort and culinary delight, lovingly crafted by Janette and her dedicated team.