Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Starting in the business as an advisor in 2011, Joseph Alfie was determined to grow his book organically with three main values as pillars: integrity, trust and transparency. After hundreds of daily cold calls early in his career, he credits his success to his unwavering passion to help his clients. Today, Alfie and his team represent high-net-worth families and some of the leading business owners in the country. He continues to help them grow, preserve and pass on their wealth strategically, all while providing free financial advice through his various social media channels.
Alfie’s primary focus as a portfolio manager is to manage households with larger assets and to provide them access to a wide variety of investment options, including alternative investments. Being selective and limiting the number of clients that he manages allows him to be hands-on, up-to-date and proactive with everyone that he represents. Building strong relationships and getting to know the needs of his clients in depth allows him to uncover untapped opportunities and create a path towards their ideal financial future.
474 McGill, Unit 010, Montreal, QC, H2Y2H2
514 885 6244
joseph@myriadprivatewealth.com
ca.linkedin.com/in/josephalfie
myriadprivatewealth.com
Joseph Alfie
Portfolio Manager
Myriad Private Wealth with iA Private Wealth
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Bio
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Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2011
2016
2018
2021
2023
Read on
Special Report
Home
Bio
Milestones
Milestones
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2011
2016
2018
2021
2023
Read on
Special Report
Home
Bio
Milestones
2022
2021
2018
2016
2011
2023
Insurance Business Magazine | Key Media
Named one of Wealth Professional’s Top 50 Advisors
2023
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2021
Human Resources Magazine | key media
Recognized as a 5-Star Advisor by Wealth Professional
2021
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2018
Human Resources Magazine | key media
OBTAINED CHARTERED INVESTMENT MANAGER DESIGNATION
2018
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2016
Human Resources Magazine | key media
Co-founded the Old Montreal Branch and Myriad Private Wealth
2016
1997
2011
human resources | key media
Started in the industry with no assets
2011
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Milestones
2023
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Launched his own business,
Ascend Financial Services
2022
Portfolio Manager
Myriad Private Wealth with iA Private Wealth
Joseph Alfie
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
