WE CREATE, PRESERVE AND GROW YOUR WEALTH

When it comes to managing their finances, individuals are often their own worst enemies. Too often, they let their emotions cloud their judgement, and the results can be horrifying. We decided that there had to be a better way. We want to use our knowledge to help people avoid making the same mistakes which have plagued investors for years. We start by listening to our clients, we then develop a plan together that will help them achieve all they possibly can financially. We began this journey with ourselves, grew to include our friends and family, and now we want to share our knowledge with as many people as we can.

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 HollisWealth®, a division of Industrial Alliance Securities Inc., 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

INVESTMENT ADVISOR
HOLLISWEALTH®, A DIVISION OF INDUSTRIAL ALLIANCE SECURITIES INC.

FINANCIAL SECURITY ADVISOR
GROUP INSURANCE AND GROUP ANNUITY PLANS ADVISOR
PARTNER OF HOLLIS INSURANCE

JOSEPH ALFIE, CIM®

INVESTMENT ADVISOR
HOLLISWEALTH®, A DIVISION OF INDUSTRIAL ALLIANCE SECURITIES INC.

FINANCIAL SECURITY ADVISOR
GROUP INSURANCE AND GROUP ANNUITY PLANS ADVISOR
PARTNER OF HOLLIS INSURANCE

MARCELLO NACCARATO, MBA

MARCELLO NACCARATO, MBA

INVESTMENT ADVISOR
HOLLISWEALTH®, A DIVISION OF INDUSTRIAL ALLIANCE SECURITIES INC.

FINANCIAL SECURITY ADVISOR
GROUP ANNUITY PLANS ADVISOR
PARTNER OF HOLLIS INSURANCE

MICHAEL HABIB

MICHAEL HABIB

ASSOCIATE INVESTMENT ADVISOR
HOLLISWEALTH®, A DIVISION OF INDUSTRIAL ALLIANCE SECURITIES INC.

FINANCIAL SECURITY ADVISOR
PARTNER OF HOLLIS INSURANCE

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.

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514-375-6172

info@myriadprivatewealth.com