At Birbari Wealth Management Group, iA Private Wealth, 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 fact. Most importantly, we make it our business to understand the particular requirements of each and every client.
That starts with the realities of what you need today and your vision for the future. We add our experience and bring structured thinking to the process. Our goals are simple: grow and preserve your wealth. Every person is different. Every financial situation is different. And needs evolve over time.
That starts with the realities of what you need today and your vision for the future. We add our experience and bring structured thinking to the process. Our goals are simple: grow and preserve your wealth. Every person is different. Every financial situation is different. And needs evolve over time.
Services
We start with a discovery meeting. At the end of this session, we'll both have a good idea as to whether or not we'll be comfortable working together. You tell us all about your financial situation and what you're looking for. We share our planning process, the range of products and services we offer, define our mutual responsibilities and agree on compensation.
Michael has more than two decades of financial service experience and manages the family wealth of high net worth clients, many of whom are entrepreneurs, executives and medical professionals. He collaborates with a network of tax, legal and estate planning professionals to provide clients with an integrated and holistic approach to their wealth management needs.
Canadian investors have been dumping their equity mutual funds in droves, as close to $10 billion has exited the space since the start of Q4 last year. Concerns over escalating stock market volatility, the U.S.-China trade conflict, slowing global growth and inverted yield curves have left many investors skittish and seeking the shelter of a more defensive positioning in their portfolios.
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