LINDA J. LEVESQUE CFP®, FMA, FCSI®
Senior Investment Advisor
iA Private Wealth
Insurance Advisor*
iA Private Wealth Insurance
Linda J. Levesque has been helping families ‘Save Today for a Richer Tomorrow’ for over 30 years.
Linda is the best-selling author of ‘The 5 Minute Wealth Plan’: Saving Today for a Richer Tomorrow. In the book she credits her father’s financial savvy for her own success in achieving her financial goals. Growing up in a family where her father had to stretch a dollar on a miner’s income in order to provide for his large family, was a major influence in Linda’s life.
Linda is a CERTIFIED FINANCIAL PLANNER® professional, public speaker, author and Sr. Investment Advisor with iA Private Wealth under her own banner of Levesque Wealth Planning. She has a team of experienced professionals that she calls upon (through referral) to help her clients with whatever financial challenges they face. Linda’s clients include doctors, dentists, professionals, retired clients, and their families.
Linda is known for her dynamic presentations to audiences large and small; she uses humor, knowledge and stories to get her points across. A featured guest on several radio stations. Linda is an experienced professional in her field and was a contributing author in ‘The Trusted Authorities’ book. Her chapter was on ‘Single Again’: Wealth Planning on One Income and has a chapter in the best-selling book, ‘The Road to Success with Jack Canfield, (from Chicken Soup of Soul, series) with other experts in their fields. Linda uses the Success Principles in conjunction with her teachings on Financial Success.
As a Senior Investment Advisor and a CERTIFIED FINANCIAL PLANNER® professional, Linda is well experienced in meeting the needs and preserving the accumulated wealth of the conservative investor and is an independent thinker who offers independent products. Everything Linda recommends is geared to the individual’s needs and goals. She rarely follows the crowd but takes the initiative to lead.
Linda regularly takes continuing education courses to help stay abreast of new and changing trends. This has helped her to successfully plan and transition clients’ lifestyle changes throughout their lives and throughout the various stages of retirement.
*Insurance products are provided through iA Private Wealth Insurance, 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.
Daniel J. Fearon MBA, CFA, CPA (CA)
Senior Investment Advisor
iA Private Wealth
Insurance Advisor*
iA Private Wealth Insurance
Daniel has been in the financial services industry here in Canada, the UK and Chicago Illinois since 1994. He brings a strong investing, trading, investment banking and analytical background to this role. Daniel prides himself on putting in the effort to help get clients to where they need to be. Clients value his thoughtful and personable approach along with his international perspective and fresh ideas.
Daniel has a Bachelor of Commerce, Specialist in Finance, Major in Economics from the University of Toronto and a Master’s of Business Administration from the London Business School (University of London, UK). He is a Chartered Financial Analyst Charter Holder with the CFA Institute, has his CPA (Chartered Accountant) designation from the Canadian Institute of Chartered Accountants and has his Canadian Securities Course as well as Wealth Management and Options courses from the Canadian Securities Institute.
*Insurance products are provided through iA Private Wealth Insurance, 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.
Lynette Gonsalves
Client Relations Manager
Lynette has been the Client Relations Manager for over 15 years. Her experience has led her to become one of the clients favourite people to deal with, especially when challenges arrive.
Lynette’s ability to problem solve help clients to quickly and efficiently resolve even the most complex administrative challenges. Her superior organizational skills make upcoming client events something that rarely get missed.
Lynette’s sunny disposition makes her a pleasure to interact with for all administrative dealings. So whether you want to book an appointment or have an administrative question, Lynette is your go to person for exceptional service.
