Spencer Barnard, CFA, CIM®
Portfolio Manager, iA Private Wealth Inc.
Insurance* Advisor, iA Private Wealth Insurance Agency
Spencer Barnard is a Portfolio Manager with iA Private Wealth Inc., and an Insurance Advisor* iA Private Wealth Insurance Agency. He has extensive experience working with individuals and business owners to help them manage their wealth and retirement plans so that they can achieve their lifestyle goals. He has an unmatched passion for the industry and a desire to always be learning. His devotion to helping clients understand their wealth and achieve their goals is what motivates him every day. Spencer was educated at the University of British Columbia where he completed a Bachelor of Arts degree. While completing his degree, he played varsity baseball for the UBC Thunderbirds. His passion for investing and working with people led him to pursue a career as an Investment Advisor. As the investment landscape evolves, Spencer firmly believes in the importance of maintaining a high level of education and he has completed several industry courses that allow him to provide a number of alternative investments to clients. He is options licensed so he is qualified to buy and sell options to try and reduce risk and enhance income in client’s portfolios. Spencer has earned the right to use the Chartered Financial Analyst (CFA) designation and in 2013 earned the Chartered Investment Manager (CIM®) designation. Spencer’s passion for wealth management is only exceeded by the love for his family. He currently resides in Port Moody with his wife Gina and two daughters, Mollie and Piper. When he is not in the office, Spencer enjoys spending time with his family, running, playing hockey, or skiing. *Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Tina Adinehpour
Licensed Assistant, iA Private Wealth
Tina Adinehpour, a Licensed Assistant, brings to our team years of financial services industry experience and is an integral part of our wealth management process. She is pivotal in making sure that we continue to deliver a smooth client experience. Tina works directly with Spencer in putting together client plans and preparing for client review meetings. She assists with day-to-day operations for clients including all inquiries related to client account opening, internal asset transfers and meeting preparation. Tina has a natural passion for the wealth management industry and an innate ability to deliver exceptional customer service. Prior to joining us, Tina worked at a recognized credit union in Toronto.
Tina is passionate about helping others gain financial security through saving and investing as she understands the importance of planning for your future financial needs and goals. She is currently completing her financial planning diploma at BCIT and she has a strong desire to continue her education path within the industry.
Tina recently returned home to BC, and when she is not in the office she enjoys going for hikes, watching films, and spending time with her family.