YourWealth Advisory - iA Private Wealth - Edmonton
About YourWealth Advisory / iA Private Wealth
For more than 20 years, A.J. has been a financial advisor helping individuals, families, and businesses achieve their financial planning goals. He holds an MBA from Queens University, a CIM® designation, as well as a Portfolio Manager designation. A.J. is fluent in 3 languages (English, Arabic, French).
The combination of A.J.’s extensive educational background and over 10 years of experience working with Canada Revenue Agency and mastering the fundamentals of taxation, A.J. brings forth an invaluable combination of knowledge, experience, expertise, and strategy that is instrumental in achieving long-term growth and success for his clients. He has founded, and continues to build, an elite team of cross-functional professionals in order to support him in achieving his vision of providing world-class wealth management services to his clients.
When A.J. doesn’t have his Investment Advisor hat on, he is a full-time family man. He is a proud father of three; Aya, Karim, and Sarah. Growing up the first 20 years of his life in Lebanon and having traveled to dozens of other countries, A.J. brings in a global perspective and a wealth of experience to both his professional and personal life.
Contact YourWealth Advisory / iA Private Wealth
| Address : | 5470 Calgary Trail NW Suite 203, Edmonton, AB T6H 4J8, Canada |
| Phone : | 📞 +7887777 |
| Postal code : | 6 |
| Website : | https://yourwealthadvisory.ca/ |
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Yves Gagnon on Google
★ ★ ★ ★ ★ Afif (A.J.) Jawad is a dedicated professional who is looking after your financial future. I would highly recommend him to people who are looking to grow their financial future. Afif (A.J.) Jawad is knowledgeable and provides excellent investment advises, and is a great listener. I have been with AJ for over 20 years, and I am glad that I did so.
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Louise Rogucki on Google
★ ★ ★ ★ ★ For the past 11 years A.J. Awad and his team have been our financial advisors and over the course of these years have earned our trust by providing us (Terry and I) with excellent investments and advice. We much appreciate the personal attention, availability of staff (via telephone, email, or office appointment) to discuss investment returns or opportunities, family circumstances, as well as any concerns we have had. We always know that we will be contacted on a regular basis to discuss the portfolio and we are most pleased to realize a substantial increase in value to our investments. A.J. and his team are most trustworthy and we know that they always have our best interests at heart. Thank you, A.J. and team.
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Terry Emmerson on Google
★ ★ ★ ★ ★ AJ and his Team have been magnificent!! We have found them to be extremely Professional. They take the time to inform us on our Portfolio.
I am sure I drive them Crazy with my questions, but they are always there for us.
You can always have great service, the deciding factor is you require the Returns As well!!!
This is where AJ and his team Excel. I would not hesitate to recommend
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Ken Cote on Google
★ ★ ★ ★ ★ We’ve been clients of AJ and his friendly and professional staff for 8+ years. Always very helpful and courteous and very prompt in answering any of our inquiries. They speak to us at our comprehension level; not above our heads. We have utmost confidence in AJ and all his crew. Thanks AJ for handling our portfolio in such a professional manner. We are very pleased with our results.
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Claire Jenkins on Google
★ ★ ★ ★ ★ My husband and I have been clients of AJ and his team for 5 years now. They've been instrumental in growing our portfolios while we navigate some major life milestones (real estate transactions, starting a family, growing a business) and we couldn't be happier with the service we've received. AJ and his team genuinely take the time to connect on a personal level. This was important for us to build a trusting relationship. We 100% recommend this advisory.
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Mark Abbott on Google
★ ★ ★ ★ ★ I have been with YourWealth Advisory for over 10 years now and I have absolutely nothing but positive things to say about them. AJ and his team are like members of my own family and have never steered me wrong in in the management my assets or with any of the important financial decisions in my life. If you're looking for excellent wealth management with individuals that will make you feel like family then look no further.
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Nancy Corkett on Google
★ ★ ★ ★ ★ I have been working with AJ and his team for almost 15 years. They have always provided reliable and sound advice. The team listens to my concerns and respects my comfort level with risk. Through their direction, my portfolio has grown even during economic downturns. I highly recommend YourWealth Advisory.
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Deborah Nilsen on Google
★ ★ ★ ★ ★ I cannot rave enough about the services and support that I get from AJ and his team. The return on my investments has never been better and it is very comforting to know that such educated and passionate people are helping with my retirement planning. They are always keeping me updated, answer any of my questions and they super knowledgeable.
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