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.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 5 verified contacts at Hillside Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- AB
Amanda Baxter
Investment Advisor · Finance & Accounting
EmailPhone - LG
Lucas Grant
Associate Investment Advisor · Finance & Accounting
EmailPhone - RT
Rozita Tehrani
Associate Investment Advisor · Finance & Accounting
EmailPhone - SC
Steven Chen
Analyst · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Hillside Wealth Management
3 distinct titles indexed · top 3 shown.
- 2associate investment advisor
- 2investment advisor
- 1analyst
Sign up to unlock all 5 contacts at Hillside Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Hillside Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.