Plant it, nurture it, and watch it grow Your strategic wealth partners

WE CREATE, PRESERVE AND GROW YOUR WEALTH.

Myriad Private Wealth is an independent family office catering to affluent individuals and families. As your life evolves, our proven process synchronizes and simplifies your overall financial picture. We will learn about you and your current financial complexities to help us offer a centralized and integrated approach to wealth management. At MPW, our mission is not to simply be your advisor, our mission is to be your family’s personal CFO. Surrounded by a team of vetted professionals, our clients can focus on their business and life’s other priorities while we focus on optimizing all facets of their wealth plan.

INVESTMENT
PLANNING

Because money doesn’t come with instructions.

TAX
PLANNING

Investments are a matter of opinion. Taxes are a matter of fact.

RETIREMENT
PLANNING

Planning is bringing the future into the present.

ESTATE / INSURANCE PLANNING

A team of professionals at your service to meet your needs.

CORPORATE
PLANNING

Your employees are your most important resource.

WHO WE ARE

Nestled in the heart of Old Montreal, Myriad Private Wealth, with IA Private Wealth, brings over 50 years of combined experience to every project they undertake. Co-founders Marcello Naccarato, David Deckelbaum, and Joseph Alfie utilize the extensive knowledge they’ve acquired in the investment and insurance* industries to implement optimal solutions for their clients. Marcello, David, and Joseph’s diverse backgrounds allow them to understand their client’s needs and undertake a meticulously detailed approach. The cornerstones of their plans are efficiency, transparency, reliability, and results. Through their customized implementation, MPW’s clients have come to respect and depend on their knowledge, clarity, integrity, and impeccable level of service.

The results speak for themselves: optimized investment planning, and unparalleled ongoing customer service.

David Deckelbaum

DAVID DECKELBAUM, CIM®

PORTFOLIO MANAGER
MYRIAD PRIVATE WEALTH WITH iA PRIVATE WEALTH

FINANCIAL SECURITY ADVISOR
GROUP INSURANCE AND GROUP ANNUITY PLANS ADVISOR
DECKELBAUM FINANCIAL SERVICES INC.

Joseph Alfie, CIM

JOSEPH ALFIE, CIM®

PORTFOLIO MANAGER
MYRIAD PRIVATE WEALTH WITH iA PRIVATE WEALTH

FINANCIAL SECURITY ADVISOR
GROUP INSURANCE AND GROUP ANNUITY PLANS ADVISOR
ALFIE FINANCIAL SERVICES INC.

Marcello Naccarato

MARCELLO NACCARATO, MBA, CIM®

PORTFOLIO MANAGER
MYRIAD PRIVATE WEALTH WITH iA PRIVATE WEALTH

FINANCIAL SECURITY ADVISOR
GROUP INSURANCE AND GROUP ANNUITY PLANS ADVISOR
MGC FINANCIAL SERVICES INC.

Michael Habib

MICHAEL HABIB

INVESTMENT ADVISOR
MYRIAD PRIVATE WEALTH WITH iA PRIVATE WEALTH

FINANCIAL SECURITY ADVISOR
GROUP INSURANCE AND GROUP ANNUITY PLANS ADVISOR
INDEPENDENT REPRESENTATIVE

CONTACT US

If you have any questions regarding our services, please fill out our contact form and we will get back to you as soon as possible. Thank you.

Please note that the contact information provided via this form will be used solely for the purpose of replying to your inquiry.

514-375-6172

info@myriadprivatewealth.com