YOUR STRATEGIC WEALTH PARTNERS
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 graduated from Babson College in Wellesley, Mass. which continues to be one of the top ranked universities for entrepreneurship in the United States. He attributes his success in the industry to providing tailored retirement and investment plans, and also providing a high level of service and overall communication to his clients. In order to fufill MPW’s corporate clients’ needs, David has also acquired the group annuity and group insurance licenses. David continues to be active in giving of his time to numerous volunteer opportunities.
Joseph graduated from the prestigious John Molson School of Business and was named top 25 up and coming advisors in the country by “Wealth Professional Magazine”. He also focuses on helping his clients roadmap their way to and through different life stages by strategically helping them plan for their retirement. Joseph prides himself in building strong relationships with his clients founded on trust and honesty. Clients can also count on his extensive knowledge on investment management, estate planning and strategic portfolio tax planning.
Marcello brings over 25 years of experience in finance to every meeting with his clients. Having earned an MBA from McGill, he currently focuses on one objective: to help each client achieve their financial goals. Whether it be retirement planning, estate planning, saving for their children’s education, or finding tax-efficient solutions for business owners and high net worth families, his client’s have come to respect and depend on his knowledge, clarity, integrity and impeccable service.
A graduate from John Molson school of business, which is recognized as one of the top business schools in Canada, Michael takes pride in higher education and commitment to continuously learning critical details. Michael focuses on understanding the financial needs of his clients and uses his experience to map out the most effective retirement path. Having a client-first mentality has given Michael the opportunity to build strong and long-lasting relationships with his clients, beyond just wealth management. Michael focuses on areas of investment strategies and unique tax and estate planning strategies for business owners, corporate executives, medical professionals, retirees and their families.