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Invested in You


Embark on a path to financial clarity with Wealth Strategies, your trusted advisors.

With a solid foundation of over 75 combined years in the wealth management industry, our team has a straightforward mission: to provide reliable, no-nonsense financial guidance.

We cater to a varied clientele, including doctors, retirees, and professionals gearing up for retirement. We’re not just advisors; we’re also investors who align our investments with yours, ensuring shared goals and mutual success. Our approach is direct, honest, and injected with a bit of humour.

Contact us today, and let’s start shaping your financial future together.

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Testimonials


Meet Our Team

Dedicated to Your Success


Team Members Grid

Dedicated To Your Success


Rob Abboud, B. Econ, CFP®, CIM®, PFP

Senior Portfolio Manager, iA Private Wealth
Insurance Advisor, Wealth Strategies Investments Inc.*

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Mathieu Paradis, B.Comm., CFP® , CIM®, FMA

Senior Portfolio Manager, iA Private Wealth
Insurance Advisor, Wealth Strategies Investments Inc.*

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Anna Olivieri

Branch Administrator, iA Private Wealth

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Stephane Morghese, CFP®

Associate Investment Advisor, Financial Planner, Client Relationship Manager
Wealth Strategies, iA Private Wealth

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