Our Team

Brian J Eve, CFP®

CERTIFIED FINANCIAL PLANNER®
Senior Wealth Advisor | iA Private Wealth Inc.

Brian is a home grown BC’er born in New Westminster and raised in Port Coquitlam. He graduated from Terry Fox Senior Secondary in 1987 and then from SFU in 1992. His degree is in Biochemistry which he pursued initially. Brian worked as a chemist in a pharmaceutical lab until 1996. He spent considerable time reading multiple books on financial planning and prudent investing while working in the lab and in November 1996 completed a career 180 and started his Financial Advisory practice. Brian achieved the CFP designation in 1999. Through his many years in the business he has refined his expertise in portfolio management and financial planning. This experience is Brian’s competitive advantage. While slowly increasing the number of families he works with Brian married Caroline in 2002 and has 4 fantastic children. His values are faith, family, career, community with some recreation sprinkled in. Brian enjoys family time, soccer, road cycling up the local mountains and hiking. Brian is a long time supporter of the Share Food bank and Covenant House.

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Chelsea Herbold

Administrative Assistant 

Chelsea Herbold is my administrative assistant and has several years of experience delivering exceptional customer service in the financial services industry. She assists with day-to-day operations for clients including all inquiries related to appointment scheduling, account opening, internal asset transfers and meeting preparation. Chelsea has her Bachelor’s in Business Administration, specializing in Finance from Douglas College. She has a background in lending and mutual fund investing and was previously at a Federal Credit Union.

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Ideal Vision Wealth Management 2023® iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. *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.