Richard Rampersad has worked as an Investment Advisor since 2008.
As an Advisor working in wealth management, Richard has in-depth knowledge in creating personalized investment strategies tailor-made for each client. He takes pride in working with clients to help them understand more about their financial and tax opportunities, so that there are clear strategies for their retirement and investment. His clients are typically: business owners, executives, lawyers, engineers, medical professionals, corporations, and affluent investors.
iA Private Wealth is the brokerage office of choice for Richard and his team. Richard is recognized as one of iA Private Wealth top advisors. Richard is licensed and authorized to advise on accounts in the following provinces: Ontario, Quebec.
Industrial Alliance is a Canadian company with a diversified business ranging from wealth management to group pensions. It is a major player in the Canadian market where it serves three million people across the country and ranks fourth among insurance companies. Industrial Alliance also has a presence in the US market through American Amicable Life Insurance. In 2010, Industrial Alliance was listed in ForbesMagazine’s “Global 2000” list of companies. Industrial Alliance was started in 1905 by Mr. Bernard Leonard.
iA Private Wealth is a wholly-owned subsidiary of industrial Alliance Insurance and Finacial Services Inc. iA Private Wealth provides trade execution services, account reporting and regulatory compliance and review.
iA Private Wealth Inc. a full service broker serves you, as our client, thanks to an administrative agreement concluded with National Bank Independent Network, full service account officer. NBIN acts as our agent to execute and settle transactions, safeguard cash and securities, prepare confirmation notices and statement of account. However, iA Private Wealth Inc. is in charge of monitoring your account and its transactions.
iA Private Wealth is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.