“I have been a client of Roy and Mark for 10 years, during this time I have pursued a variety of careers across Alberta and British Columbia. I appreciate Roy’s dedication and skills and will keep him as my financial advisor and in charge of my financial future for as long as he will do this work for me.” Another point that I think is very important is that once a month we have a meeting so we can review my investment funds and do any investment changes that may be needed. He is always up front and honest about the workings of the accounts. I came to him with only a few financial resources but over the years he has built my financial portfolio up to a level such that now I can withdraw a monthly wage that keeps me living comfortably. I especially appreciate that Roy explains financial terms and procedures in a way that I can understand. Roy set up and manages my portfolio in accordance to my needs. I quickly realized that he is skilled in his field and that I could trust him to handle all my financial investments. “I met Roy Collings in the year 2006 and he has been my financial advisor for the past 10 years. He listens to my concerns and my financial requirements.” He keeps me informed of market changes and recommendations with regards to my funds. I moved my portfolio to Roy on the recommendation of a friend and I was impressed immediately with his manner of communication and his insistence that I discuss my file with him on at least a quarterly basis. In fact I was never phoned or contacted unless I initiated a call….until I decided to move my account. My portfolio was switched from agent to agent within a large company – and I was never contacted or invited to meet my new agent. Before I met him my experience with Financial Advisors had been less than pleasurable. “ Roy Collings has looked after my investments for more than 10 years. ![]() Even though I only started out with a very minimum amount of money, Roy took care of me as if I was his richest client! We’re all incredibly happy with how he’s handled our investments over the years, and would recommend him to anyone. My husband and both of my sons saw the incredible care and attention that Roy has taken with my account, and they have also moved their money over to Roy. “I’ve been a client of Roy Collings at iA Private Wealth for close to 20 years. are covered by the Canadian Investor Protection Fund. Only products and services offered through iA Private Wealth Inc. * Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. He keeps himself involved in the lives of his clients and is willing to meet with them as often as they are comfortable. While many advisors choose a set portfolio and tend to leave their investments for long terms, Roy takes the opposite approach by suggesting to move money around where he believes it will do best. He considers himself a pro-active advisor and is willing to suggest multiple changes within the year as the market dictates. Roy holds himself to a high professional standard and commits many hours to his individual clients, tracking their portfolios against market trends. His involvements include coaching community football for ten years, President of CV Raiders for five years, and President of Mall Merchants Association for five years. when it became iA Private Wealth.Īlong with maintaining a steady professional career, Roy made sure to stay involved with the community and the lives of his children. ![]() ![]() After many years with Dundee Securities, the company was bought out by Scotia Capital and by Industrial Alliance Securities Inc. When Fortune Financial was bought out by Dundee Securities, Roy moved into the Courtenay office in the Braidwood Mall. In 1997, Roy gained his mutual funds licence and he decided to start his own branch of Fortune Financial which was located in Comox. First as a life insurance agent, Roy and a partner started their own firm called Glacierview Financial. The stores were closed in the mid 1990’s and Roy began his career in the financial services business. Roy owned a men’s clothing store in Courtenay for many years before expanding to Campbell River. They stayed in Comox where Roy would graduate from high school and soon after meet and then marry the love of his life Deb. Roy came from a military family that was lucky enough to be posted to Comox when Roy was very young.
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