Bart Chatterson

Portfolio Manager and Investment Advisor – RetireSURE Wealth Management iA Private Wealth Inc.

About Me

Bart Chatterson spent 10 years with two of Canada’s largest full-service investment firms before starting his own practice with HollisWealth (now iA Private Wealth) in 2008. His experience through the financial crisis became pivotal in the development of his rules-based investment process and disciplined approach to wealth management.

Bart holds a Bachelor of Commerce in Finance and Marketing from the University of Saskatchewan, as well as the Professional Financial Planner designation and licenses in estate planning and insurance. In 2018, he also attained the Portfolio Manager designation, held by less than 5% of advisors in Canada, which enables him to provide his clients with a more efficient and tailored experience.

Bart was raised on a farm in Southeast Saskatchewan and spent several years in manufacturing and retail management before entering the financial services industry. Altogether, his ongoing education and professional background have enabled him to build a full-service wealth management platform that has had particular value for pre-retirees, business owners and farmers.