With over 15 years of experience as a Wealth Advisor, Charlie McCrystal, B. Admin Finance, has been committed to working closely with clients to understand their personal needs.
For over 15 years, Charlie has helped clients align their financial goals with their investments. Working with the team of financial, estate, and tax planning experts at iA Private Wealth, we build tailored portfolios that provide clarity and peace of mind. Our clients range from new investors to high-net-worth households and corporations, with a specialized focus on retirement income strategies, wealth preservation, and creating long-term financial independence.
Born and raised in Regina, Charlie joined the financial services industry in 2009 after graduating with a Bachelor of Business Administration. Beyond his work as a Wealth Advisor, he has been deeply invested in the community, coaching and supporting football at all levels—from youth flag football to university programs. Charlie lives in Regina with his wife, Janine, and their two sons, Myles and Emmett.