Executive Director, Private Client Group, Senior Investment Advisor at Birbari Wealth Management - Oakville, California, United States
At Birbari Wealth Management, iA Private Wealth Inc., we take a long term approach when it comes to managing your wealth.We believe in investing in quality financial instruments and base our thinking on research and facts. Most importantly, we make it our business to understand the needs of each one of our clients. This starts with discussing your financial goals for today, as well as your vision for your future.Serving clients across Canada for over 30 years, we bring structured thinking and a diverse range of talent and experience to the wealth management process.Our goal is simple: to grow and preserve your wealth.iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.