Myriad Private Wealth

Myriad Private Wealth

Myriad Private Wealth was founded by Marcello Naccarato, David Deckelbaum, and Joseph Alfie, three advisors who collectively hold over 50 years of experience across investment and insurance disciplines. The firm is structured around their distinct advisory corporations — MGC Financial Services Inc., Deckelbaum Financial Services Inc., and Alfie Financial Services Inc. — each acting as a portfolio manager and financial security advisor under the iA Private Wealth dealer platform. This legal architecture makes Myriad less a single operating company than a shared brand and service model, with each principal retaining autonomy over their client base while pooling back-office resources. The firm takes a centralized, multi-asset-class approach to wealth management, deploying capital primarily through a fund-of-funds structure across public equities, fixed income, and pooled alternative vehicles. Its confirmed investment activity includes healthcare services and registered ETF products, notably those issued by Evolve ETFs, where co-founder Joseph Alfie has indicated direct product usage. Confirmed advisory services span investment management, retirement planning, tax optimization, group insurance and annuity plans, and corporate planning — positioning the firm as a holistic family CFO rather than a pure asset allocator. The three co-founders anchor the practice, supported by additional portfolio managers Jeffrey Soliman and Caroline Francis Bronstein. Bronstein, a CPA and former auditor, brings a compliance and accounting lens to the high-net-worth practice, while Soliman has been active in Montreal’s real estate ecosystem, co-sponsoring a scholarship for women in real estate at Concordia University’s John Molson School of Business. The firm maintains regulatory membership with the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund via its iA Private Wealth affiliation. In 2021, Wealth Professional Canada named Joseph Alfie a 5-Star Advisor, echoing earlier 'Young Gun' recognitions in 2015 and 2019. Myriad operates under a dealer-platform model — not a standalone RIA or fully independent family office charter — which shapes its investment universe and reporting obligations. This regulatory container gives the firm access to iA Private Wealth's infrastructure and product shelf but limits its ability to offer direct proprietary deal flow. The firm’s true structural differentiation lies in its multi-principal, multi-corporation design: each founder maintains a separate P&L and advisory book, creating a built-in succession mechanism and a partnership dynamic that distributes business risk across three entities rather than concentrating it in a single balance sheet.