Joseph Alfie Email & Phone Number | Growing up in Montreal, I can recall many dinner table conversations as some of my fondest childhood memories. When it came to discussing money and finances however, it felt off limits. When a topic is intentionally avoided in your most formative years, you instinctively associate it to a topic that should never be discussed. As time went on, my curiosity on this subject heightened and that is the main reason why I pursued my studies in business. I majored in finance and graduated from the prestigious John Molson School of Business. The knowledge I sought and learned in the classroom is precisely what was missing from my dinner table conversations growing up. My point of view and relationship with money was changed from that point forward. It became clear to me that affluent families would not only openly discuss about money but would encourage the conversation. Specifically: how to create it, how to grow it and more importantly how to pass it on to the next generation. After many years in the industry, I co-founded Myriad Private Wealth in 2016 and established our family office in the heart of Old Montreal at the time. In 2017, my two partners and I launched Myriad Group Consultants Inc., a boutique firm specializing in group benefits and pensions, dedicated to helping businesses in Quebec and Ontario enhance their employee retention. Our competitive edge lies in our commitment to overservicing and overdelivering; we take pride in being exceptionally responsive and solutions-oriented. Relationship building and service are at the forefront of what defines us. We work closely with a select number of high-net-worth families and companies to help them demystify the complexities of their financial matters. We take great pride in listening to their needs and delivering on our promises in a timely manner. The strong connections that we have built over time and the number of families and business that we have been able to help in making the right decisions for their financial future has been the most fulfilling part of our mission. Should you have a question on your financial picture, feel free to contact us, we would be happy to help. www.myriadprivatewealth.com www.myriadgc.com 514-885-6244 Joseph@myriadprivatewealth.com joseph@myriadgc.com

Joseph Alfie

Growing up in Montreal, I can recall many dinner table conversations as some of my fondest childhood...
Montreal, Quebec, Canada

*50 free lookup(s) per month.

No credit card required.

Joseph Alfie’s Email joseph@myriadprivatewealth.com

Joseph Alfie’s Phone Numbers

Get ’s Phone Number (For Free)

Social Media

Joseph Alfie’s Location Montreal, Quebec, Canada

Joseph Alfie’s Current Industry Myriad Group Consultants Alfie Financial Services Myriad Private Wealth With Ia Private Wealth

Joseph Alfie’s Prior Industry Manulife Securities

Not the Joseph Alfie you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Myriad Group Consultants

Group Insurance Advisor and Group Annuity Plans Advisor

2017-10-01 00:00:00 - Present

Alfie Financial Services

Financial Security Advisor

2014-10-01 00:00:00 - Present

Myriad Private Wealth With Ia Private Wealth

Portfolio Manager

2011-09-01 00:00:00 - Present

Manulife Securities

Investment Advisor

2010-10-01 00:00:00 - 2011-09-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Joseph Alfie

Joseph Alfie is located at
Montreal, Quebec, Canada

Joseph Alfie is a Growing up in Montreal, I can recall many dinner table conversations as some of my fondest childhood memories. When it came to discussing money and finances however, it felt off limits. When a topic is intentionally avoided in your most formative years, you instinctively associate it to a topic that should never be discussed. As time went on, my curiosity on this subject heightened and that is the main reason why I pursued my studies in business. I majored in finance and graduated from the prestigious John Molson School of Business. The knowledge I sought and learned in the classroom is precisely what was missing from my dinner table conversations growing up. My point of view and relationship with money was changed from that point forward. It became clear to me that affluent families would not only openly discuss about money but would encourage the conversation. Specifically: how to create it, how to grow it and more importantly how to pass it on to the next generation. After many years in the industry, I co-founded Myriad Private Wealth in 2016 and established our family office in the heart of Old Montreal at the time. In 2017, my two partners and I launched Myriad Group Consultants Inc., a boutique firm specializing in group benefits and pensions, dedicated to helping businesses in Quebec and Ontario enhance their employee retention. Our competitive edge lies in our commitment to overservicing and overdelivering; we take pride in being exceptionally responsive and solutions-oriented. Relationship building and service are at the forefront of what defines us. We work closely with a select number of high-net-worth families and companies to help them demystify the complexities of their financial matters. We take great pride in listening to their needs and delivering on our promises in a timely manner. The strong connections that we have built over time and the number of families and business that we have been able to help in making the right decisions for their financial future has been the most fulfilling part of our mission. Should you have a question on your financial picture, feel free to contact us, we would be happy to help. www.myriadprivatewealth.com www.myriadgc.com 514-885-6244 Joseph@myriadprivatewealth.com joseph@myriadgc.com

Joseph Alfie currently works in the Myriad Group Consultants | Alfie Financial Services | Myriad Private Wealth With Ia Private Wealth |

No Languages Available

Joseph Alfie has prior
experience in the following industries:
Manulife Securities

Joseph Alfie has the following professional experience:
Myriad Group Consultants | Alfie Financial Services | Myriad Private Wealth With Ia Private Wealth | Manulife Securities