Angela Rea & Associates has the expertise to address the most complex and evolving needs of clients. Your financial well-being is at the center of everything we do, and we will tailor our approach to your unique needs. This may include professionals such as accountants, tax and estate lawyers, actuaries, pension experts, as well as Regional Insurance, Wealth and Mortgage Planning Specialists.

At Angela Rea & Associates, we follow a client-first approach at all times. We always strive to understand your desires regarding how we can best serve your wealth management and financial planning needs. We establish deep, long-lasting relationships with clients that are built on trust and confidence.


 Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring they understand fully how their accounts are managed, and why. 



 Clients feel well informed and comfortable after a conversation with any Angela Rea & Associates team member. That builds their trust. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect. 

Laurie Hammel, Executive Assistant

Our Leadership

Client Services

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Wealth Planning Specialist, Investors Group Securities Inc.