Metherell Ian

Bayshore Wealth: Your Partner in Achieving Financial Well-being

At Bayshore Wealth, we believe that building strong relationships with our clients is the key to providing exceptional wealth management services. Unlike large investment institutions, we take the time to know our clients and strive to be their lifelong financial partners. Our team of experienced and knowledgeable advisors is committed to helping our clients achieve their financial goals and build a legacy of financial success for generations to come.

Our Services

Our comprehensive Wealth Management platform focuses on four key areas: tax planning, risk mitigation, retirement income modeling, and investment planning. We work closely with our clients to understand their financial goals and develop personalized plans to help them achieve financial success.

Investment Management

Our Wealth Management philosophy relies on a disciplined, long-term approach. We assess our clients' objectives, risk tolerance, return expectations, and time horizon when designing their financial plans. We believe that a disciplined approach is essential for achieving financial success and minimizing the impact of market volatility.

Estate Planning

We understand the importance of estate planning in preserving and transferring assets to future generations. We can help our clients keep an eye on the horizon by understanding their financial situation and goals, including tax-efficient legacy planning.

Tax Reduction Strategies

We help our clients achieve their financial goals by conducting a thorough assessment of their financial circumstances and determining the most tax-efficient way of building their portfolio for long-term success.

Risk Mitigation

We develop a risk management plan that addresses the full range of factors that could affect our clients' financial well-being, including personal and professional challenges they may face.

Our Team

Our advisory team is made up of seasoned professionals with decades of experience in the financial services industry. They have been carefully selected to provide our clients with a wealth of knowledge in the areas of investments, insurance, and tax planning. Our team is committed to providing honest, clear, and sound financial advice to our clients.

Meet Our Team

Oliver Heimann is a Portfolio Manager and Senior Wealth Advisor with iA Private Wealth. He holds a Chartered Investment Management (CIM) designation and is focused on advanced investment strategies, portfolio creation, and evaluation. Prior to entering wealth management, Oliver owned and operated a thriving IT company.

Ian Metherell is a Senior Wealth Advisor with iA Private Wealth. He has over 30 years of financial experience and specializes in sophisticated retirement financial planning. He is also an Insurance Advisor with iA Private Wealth Insurance Agency.

About Us

We are proud to be an independent advisor team under iA Private Wealth*, a partner of choice for discerning investors and advisors across Canada. With over $48 billion in assets under administration, iA Private Wealth is a trusted provider of holistic, tailored wealth solutions.