Our Team

We help our clients with their wealth and health plans*, financial independence, and with their innovative ‘Keep More, Earn More’ strategies.

Louie Lapa, B.COM, CFP®, CIM®

Portfolio Manager
LWP Legacy Wealth Planning
iA Private Wealth

Insurance Advisor*
LWP Legacy Wealth Planning Ltd.
louie.lapa@lwpwealth.com
604.670.0010

Louie has been managing his client’s financial affairs since 1999, formerly at one of the largest investment firms in Canada. He is the Founder of LWP Legacy Wealth Planning, the company he formed in 2015, whose mission is to design and find creative solutions for client’s legacies. Louie uses a holistic approach to his client’s pictures with the goal of building, preserving, and transferring their wealth successfully to his client’s intended beneficiaries. He has completed the Chartered Investment Management CIM® license, The CERTIFED FINANCIAL PLANNER® designation, and insurance licenses* to apply more integrated solutions to his client’s finances. The Legacy Wealth Planning team is driven by the morals of integrity, honesty, and timely responsiveness and strive to make every client contact a superb and pleasant one.

Troy Iwanik

Troy Iwanik, CIM® B.A

Senior Investment Advisor
LWP Legacy Wealth Planning
iA Private Wealth Insurance Agency

Insurance Advisor*
iA Private Wealth Insurance Agency
troy.iwanik@iaprivatewealth.ca

778-655-9463

How do I help our clients achieve the financial freedom they deserve?
I am fortunate to work with a team of individuals that share my passion to provide sound advice to clients as their Personal CFO. We work together to deliver creative solutions and the detailed level of service our clients deserve. We understand that every client has unique circumstances, not just financial, but also in their emotional and social wellbeing. Legacy Wealth’s culture provides the kind of environment that fosters my ability to help our clients achieve the freedom they need to pursue what’s most important to them.

How do I align my time and money with my values and passions?
Outside of Legacy Wealth Planning, you will find me spending time with my wife and two young boys. We are fortunate to live in a spectacular part of the world, thus we are camping, mountain biking and skiing as time permits. When I’m not busy enjoying British Columbia’s immense beauty, I spend time volunteering with several local organizations.

Jobelle Rafael

Administrative Assistant
LWP Legacy Wealth Planning
iA Private Wealth

llapaadmin@iaprivatewealth.ca
778-655-9463

I do my best to take on any administrative or clerical aspect of working with Legacy Wealth Planning, so our clients have more time to spend on the things that matter most. By providing assistance with kindness and courtesy, to clients and the team alike, I hope to allow those around me to focus on the things that enable them to live richer lives. When I organize a seamless workflow behind the scenes, ensuring all documentation and data input is completed efficiently, and by following up diligently, I enable our amazing team to offer outstanding, ongoing financial guidance.
I spend my time exploring British Columbia, attending cultural events, and participating in workshops to feed my curiosity and facilitate continuous growth. I allocate my budget towards travel, educational resources, and community projects that allow me to work together with others and build strong relationships. This makes it so my investment in both time and money enrich my inner life, promote personal development, and strengthen my connections with friends and family.

Murdiyati Murdiyati

Administrative Assistant
LWP Legacy Wealth Planning
iA Private Wealth

llapaadmin@iaprivatewealth.ca
778-655-9463

My goal is to create leverage by being a key resource for Legacy Wealth Planning and our clients. By doing so, our team is better able to provide top-notch services to our clients. When our clients receive the services they deserve, they are empowered to live richer lives.
In my own time, I invest my energy and efforts into staying active and connected with those around me. I enjoy activities that get the body moving, while allowing me to maintain relationships.

What Clients can expect from us

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Disclaimer

LWP Legacy Wealth Planning 2022®
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
* Insurance products and services are offered through LWP Legacy Wealth Planning Ltd., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.