Company Management

Hillside Wealth Management

Financial Services Ca 7 employees

Employees: 7
Contacts: 3
Emails: 3
Phones: 1

hillsidewealth.ca LinkedIn

Hillside Wealth Management Overview

Headquarters: Ca
Website: hillsidewealth.ca
Industry: Financial Services
Employees: 7
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Vancouver

About Hillside Wealth Management

Hillside Wealth Management is a boutique wealth management team focused on retirement planning and portfolio management for high net worth families. While our clients have diverse backgrounds, our niche markets are incorporated professionals, executives and business owners. We deliver a comprehensive retirement planning process so that our clients know when they can afford to retire. Our unique portfolio management philosophy accounts for today’s complex financial environment. Our top priority is to preserve our clients’ wealth while being well positioned for growth. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

Hillside Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Hillside Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Steven Chen	Value Investor - Serial Entrepreneur - Strategic Advisor	Hong Kong, Hong Kong Sar	Email Phone
Jason Del Vicario Cfa	Portfolio Manager at Hillside Wealth Management - Ia Private Wealth Inc. - Ia Private Wealth Usa Inc.		View
Michael Preto	Portfolio Manager at Hillside Wealth Management - Ia Private Wealth Inc. - Ia Private Wealth (Usa) Inc.	Vancouver, British Columbia, Canada	Email
Sabrina Del Vicario		Greater Vancouver Metropolitan Area, Canada	Email