BAYSHORE WEALTH - Key Persons
Job Titles:
- Co - Founder
- Portfolio Manager
Portfolio Manager | Senior Wealth Advisor, iA Private Wealth
Oliver is a Co-Founder of Bayshore Wealth. He is a Portfolio Manager and Senior Wealth Advisor with iA Private Wealth, a part of iA Financial Group.
He holds a Chartered Investment Management (CIM®) designation and is focused in the areas of advanced investment strategies, portfolio creation, and evaluation. He specializes in discretionary portfolio management, pension funds, tax reduction strategies, and next generation estate planning.
As a Portfolio Manager, Oliver is committed to developing long-term relationships with his clients and providing a consistent and disciplined approach to wealth management. His focus is on preserving wealth through global market analysis, navigating economic cycles, ignoring market fads, and capitalizing on market corrections.
Prior to entering wealth management, Oliver owned and operated a thriving IT company which serviced independent and corporate businesses throughout the Lower Mainland. His passion for innovation, research, and problem solving has served him and his clients well over the past two decades in the investment advisory business.
Job Titles:
- Executive Assistant
- Executive Assistant to Oliver Heimann
Sarka is the Executive Assistant to Oliver Heimann and Ian Metherell, Senior Wealth Advisors with iA Private Wealth, a part of iA Financial Group.
Sarka has a Master's Degree in Teaching English and German as Foreign Languages, and has been teaching English for the past 20 years. She was the Manager /Administrator of a high-end Pilates studio for 5 years before joining Bayshore Wealth in 2016. Her managerial and vast customer service experience make her an integral part of the team.
Sarka oversees all new and existing Administrative Inquiries, facilitates New Accounts, oversees transitions and is your main point person for any account related questions you may have.