About Angie

Angie Traill is an Investment Advisor with iA Private Wealth Inc., having been a trusted professional in the financial services industry for over 24 years. Angie was born in Medicine Hat and has remained true to her southern Alberta roots, completing her post-secondary education in Business and Financial Services with the Southern Alberta Institute of Technology (SAIT) in 2001. She soon followed this by completing the Canadian Securities Course, and later obtained the Certified Financial Planner (CFP®) professional designation in 2014. Having gained technical experience with the ‘big banks’, Angie found she couldn’t dedicate her time and energy to truly meet her clients needs there. This led her to iA Private Wealth, where she now has the flexibility to focus her efforts on you! Helping her clients achieve their goals through innovative and customized solutions, Angie’s passion is people. She enjoys both the client interaction and the problem solving that goes into the behind-the-scenes preparation. This enables her to provide them a truly personalized experience that meets their individual needs; one that fits their current situation and adjusts for their future. Never one to allow the size of Canada to limit her services, she continues to work with clients that have moved away from southern Alberta. She currently services clients in Alberta, Saskatchewan and Ontario, and will continue to offer her support if clients venture into other provinces by seeking further registration.