Our Team

Our Team

Founded by Robert Abboud, Wealth Strategies prides itself on the level of service offered to clients. By limiting the number of clients we take on, focusing on implementing our clients' financial plans, and selecting top quality investments we are able to offer a unique level of wealth management to our select clientele.

Wealth Strategies has been a trusted member of the Ottawa Financial Community since 1996. Together, our team has over 50 years of experience in the financial services industry. Our offices are located in Orleans (Ottawa). We are frequently called upon by the media to act as financial experts.

 

 

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.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces where they are registered.

*Insurance products and services are offered through Wealth Strategies Investments Inc, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

 

                                              

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