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.

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.