Our Team
MICHAEL NOC, BBA, CLU, CFP®
PORTFOLIO MANAGER
INSURANCE ADVISOR
Michael is a Portfolio Manager with iA Private Wealth Inc. and an Insurance Advisor with MTM Wealth Planning Ltd.
Michael is the centre of multiple communities. His ability to connect solutions and safety nets to life’s challenges is second to none. He supports clients by crafting solid financial goals and easy-to-follow action plans.
A significant portion of his time is spent on retirement planning, but he also brings experience in risk management, providing life insurance, disability, critical illness or long term care insurance.
Michael has a number of credentials to his name, including a Certified Investment Manager (CIM), Chartered Life Underwriter (CLU), Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER® professional, Member of Advocis, Member of CALU – Conference for Advanced Life Underwriters, and Member of FPSC – Financial Planning Standards Council.
Michael lives in Port Moody, where he’s known for his charisma and great sense of humour.
IRINA LAUDE
LICENSED ASSISTANT, IA PRIVATE WEALTH
ADMINISTRATIVE ASSISTANT, INSURANCE
Irina is a Licensed Assistant with iA Private Wealth, and an Insurance Administrative Assistant with MTM Wealth Planning Ltd.
Irina is your point of contact for administrative insurance related questions in the office. She is also in charge of client events, website updates and calendar management. Irina has been working in the finance industry for over 6 years and has experience in both insurance and investments. Her current focus is in life, health and group benefits insurance administration.
FERNANDA FONSECA
ADVISOR ASSISTANT
Fernanda is the right person for all investment account service requests. She assembles deliverables for client meetings, including necessary documents and forms, related marketing materials and financial reports. She oversees portfolio models and assists with day-to-day transactions. Fernanda brings a wealth of experience in client service and administrative industry in Canada and internationally.
