YOUR STRATEGIC WEALTH PARTNERS

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.

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.

OUR OTHER TEAM MEMBERS
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.

Michael Habib

MICHAEL HABIB, CIM®

INVESTMENT ADVISOR
MYRIAD PRIVATE WEALTH WITH iA PRIVATE WEALTH

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