Our Team
Our advisory team offers clients expertise in the areas of investments, insurance, tax planning, and retirement planning. They bring decades of experience and knowledge and are committed to providing honest, clear, and sound financial advice.
Oliver Heimann
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.
For Oliver, successful wealth management means taking the time to know your clients, building a foundation of trust, over time, in a partnership that offers clarity and dependability.
Ian Metherell
Ian is a Co-Founder of Bayshore Wealth. He is a Senior Wealth Advisor with iA Private Wealth, a part of iA Financial Group.
Ian utilizes his training to integrate Financial Planning with Investment management. He brings over 30 years of financial experience to each one of his clients. As well as being an Investment Advisor, Ian also holds a Chartered Professional Accountant designation and is an Insurance Advisor with iA Private Wealth Insurance Agency*.
After completing his studies at the University of BC, Ian joined a large national accounting firm followed by working in the Finance Department for the City of Vancouver, before he ventured into the world of Investment Advisory.
Ian specializes in Sophisticated Retirement Financial Planning. He integrates innovate Tax Planning with Global Investing and offers unique guidance tailored to each individual’s needs and the needs of their families. He combines the principles of Pension Plan Management into investment portfolios to help achieve the best rates of return with the least amount of risk. His goal is to provide you with a clear, simple and understandable plan that integrates all the elements of tax planning, investment, risk management and cash flow.
*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.
Sarka Kolacna
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.