Oliver Heimann

Portfolio Manager | Senior Wealth Advisor, iA Private Wealth

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.