YourWealth Advisory / iA Private Wealth 5470 Calgary Trail NW Suite 203, Edmonton, AB T6H 4J8

YourWealth Advisory / iA Private Wealth





35 Reviews
  • Thursday8:30 AM–4:30 PM
  • Friday8:30 AM–4:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 AM–4:30 PM
  • Tuesday8:30 AM–4:30 PM
  • Wednesday8:30 AM–4:30 PM




YourWealth Advisory / iA Private Wealth 5470 Calgary Trail NW Suite 203, Edmonton, AB T6H 4J8




About the Business

YourWealth Advisory – Advice Matters |

Contacts

Call Us
+17808007777
5470 Calgary Trail NW Suite 203, Edmonton, AB T6H 4J8

Hours

  • Thursday8:30 AM–4:30 PM
  • Friday8:30 AM–4:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 AM–4:30 PM
  • Tuesday8:30 AM–4:30 PM
  • Wednesday8:30 AM–4:30 PM

Features

  • Wheelchair-accessible parking lot
  • Wheelchair-accessible washroom
  • Washroom




Recommended Reviews

Fred Beazley
23.10.2023
YourWealth Advisory / iA Private Wealth
I have been a client of A.J. Jawad and his team for over 10 years (I wish I could have met him sooner) and from the start I have been so impressed with his dedication to providing proactive financial planning advise and a sound investment strategy. I have confidently referred friends and family to A.J. who have been as delighted as I have with the quality of service. I would highly recommend A.J. and his team to anyone wanting to achieve better financial outcomes.
Claire Jenkins
09.10.2023
YourWealth Advisory / iA Private Wealth
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.
Yves Gagnon
06.10.2023
YourWealth Advisory / iA Private Wealth
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.
Louise Rogucki
20.09.2023
YourWealth Advisory / iA Private Wealth
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.
Nancy Harris
15.09.2023
YourWealth Advisory / iA Private Wealth
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.
Deborah Nilsen
08.09.2023
YourWealth Advisory / iA Private Wealth
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.
Mark Abbott
25.08.2023
YourWealth Advisory / iA Private Wealth
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.
Alaina Martin
13.08.2023
YourWealth Advisory / iA Private Wealth
AJ and his team have provided invaluable financial planning knowledge and investment services with a genuine care for our needs and goals. We are happy to have worked with them for over 15 years.
Ken Cote
01.08.2023
YourWealth Advisory / iA Private Wealth
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.
Terry Emmerson
23.07.2023
YourWealth Advisory / iA Private Wealth
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 recommendAJ

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5470 Calgary Trail NW Suite 203, Edmonton, AB T6H 4J8
YourWealth Advisory / iA Private Wealth