Here to empower you, in pursuit of your lifestyle goals and guide you in creating long term financial stability.
Katherine Parsons, CFP® | Investment & Insurance Advisor
iA Private Wealth Inc. & iA Private Wealth Insurance*
Katherine joined the advisory team at iA Private Wealth in 2005, working alongside partners, Joe and Greg. With their mentorship and guidance, she has grown her business and has assumed their practice as they transition into retirement. As a CERTIFIED FINANCIAL PLANNER® and graduate of Bachelor of Business Administration at Wilfrid Laurier University, Katherine provides comprehensive financial planning solutions to families and small business owners. Katherine strongly believes in developing a business that not only provides direction and value to her clients, but also remains connected and gives back to the community. Katherine is a proud mother of two young daughters, Stella and Norah. She and her husband Brenden have a passion for cooking and love spending time skiing as a family.
You can reach out to Katherine to:
- Establish and review financial goals
- Create financial and estate plans
- Income needs and tax efficiencies
- Insurance needs - life, critical illness, disability and travel insurance
- Portfolio construction - investment review
Contact Katherine
Christine Farnham, QAFP™ | Associate Investment Advisor
iA Private Wealth Inc.
Christine has been a valued member of the team for several years, collaborating closely with Katherine and previously working alongside Joe and Greg. In addition to her academic degree, Christine has completed the necessary education to become an Associate Wealth Advisor and has earned the Qualified Associate Financial Planner® (QAFP®) designation. In her current role, Christine’s experienced in developing customized retirement strategies and guiding clients through the process of preparing for retirement and building long-term financial stability. Her approach is client-focused, ensuring that each plan aligns with individual goals and circumstances. Outside of work, Christine enjoys spending quality time with her husband, Dave, and their three children — Matt, Brad, and Nicole. She has a passion for travel and loves exploring adventurous destinations around the globe. On weekends, she can often be found hiking local trails with Dave and long-term travel companions.
You can reach out to Christine to:
- Update financial and retirement plans
- GIC purchases and renewals
- RESP contributions and withdrawals
- One time purchases - savings and income needs
- Portfolio review and information
Contact Christine
Giovanna Graci, BBA | Executive Assistant to Senior Wealth Advisor
iA Private Wealth Inc.
Giovanna became a member of our team in October 2022. As the Executive Assistant to Senior Wealth Advisor Katherine Parsons, she plays a key role in supporting the team's day-to-day operations. Giovanna holds a Bachelor of Business Administration with a focus in International Business Management. She is passionate about the financial industry and gaining hands-on experience with Parsons Financial Group, iA Private Wealth.
Outside of work, Giovanna enjoys exploring new activities with her husband and relaxing with her dog.
You can reach out to Giovanna to:
- Scheduling a meeting
- Updating your address, telephone number, or email address
- Questions about the client portal or app
- Requesting duplicate tax receipts
- RSVPing to client events
Contact Giovanna
JayCee Nichol | Associate Wealth Advisor
iA Private Wealth Inc.
JayCee joined our team in 2025, bringing with her almost two decades of experience in the financial industry. Her career began in 2008 as a Licensed Office Administrator and has since evolved with a continued commitment to professional development. She completed the Canadian Securities Course in 2019, followed by the Conduct and Practices Handbook Course in 2020, and the Wealth Management Essentials course in 2021. JayCee has completed her education to become an Associate Wealth Advisor.
Outside of work, JayCee has been married to her husband, Curtis, for over 16 years, and they have two active boys, Gavin and Lewis. You can almost always find a member of the Nichol family at a hockey arena, ball diamond, or golf course. They love to travel and create new family memories together. Their Bernese Mountain Dog, Bruno, is never far behind and enjoys being part of their many adventures.
You can reach out to JayCee to:
- Client portal and app questions
- Tax planning & duplicate tax slips
- Contributions or withdrawals
- GIC purchases & renewals
- RESP contributions & withdrawals
Contact JayCee
JOE HAGERMAN & GREG BENCINA | Co-Founders
Joe and Greg were Senior Financial Advisors of our iA Private Wealth Waterloo office. They have been successful business partners since 1992 and have formed a long lasting friendship along the way. Building strong relationships and surrounding themselves with motivated individuals has been paramount in their success. Developing a long -term strategy to maintain client relationships into the future has always been a key focus of the business. Succession planning for the partners began in 2005 with the introduction of Katherine Parsons to the team. As Joe and Greg begin to transition into retirement the team's goal is to provide the same level of care and guidance that they have extended to their clients over the years.
Our Partnered Professionals
We don’t do this alone. Listed below are the trusted specialists we rely on for expertise beyond our scope to ensure that all aspects of your financial and personal affairs are looked after.
Matt Strauss
Insurance Advisor iA Private Wealth Insurance*
Julia Bernier
Mortgage Agent Level 2**
Zebroski & Associates
Chartered Professional Accountants**
Warren Griffin
Estate Specialist Lawyer & Notary Public**
Tyler Hortie
Estate, Corporate & Real Estate Law, LLP**
* Insurance products are provided through iA Private Wealth Insurance 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.