iA Private Wealth Inc.
Industrial Alliance Financial Group (iA Financial Group), the parent company of iA Private Wealth Inc. is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).
Since February 3, 2000, the date iA Financial Group was listed on the Toronto Stock Exchange, IAG stock has grown 969%, compared to 149% for the S&P/TSX benchmark index of the Toronto Stock Exchange.
iA Financial Group has $229.3 billion in assets, more than 5 million clients, and over 9,500 employees (as of March 31, 2024).
iA Private Wealth Inc. has over $50 billion in Assets under Management and over 460 Advisor Teams (as of December 31, 2023).
Desmond Rubie, BCom, FCSI®, CIM®, CFP®, Wealth Advisor
Rubie Wealth Management Group
iA Private Wealth Inc.
Desmond Rubie, BCom, FCSI®, CIM®, CFP®
Wealth Advisor, iA Private Wealth Inc.
Insurance Advisor*, iA Private Wealth Insurance
The Rubie Wealth Management Group of iA Private Wealth Inc. provides all-encompassing wealth management strategies and expert financial advice to high-net-worth individuals and professionals, multi-generational families, and business owners at all stages of entrepreneurship. We take pride in helping clients achieve greater peace of mind to continue looking ahead confidently at life’s goals, be they personal, professional, or philanthropic.
Our approach to instilling financial wellbeing is grounded first and foremost in improving performance and quality of service beyond the expected. We know it’s critical to truly understand our clients’ unique financial needs and goals as they evolve over time. It’s this methodology – customized for each client – that offers us the greatest opportunities for success..
As a Wealth Advisor with iA Private Wealth Inc., Desmond provides expert advice and access to a comprehensive range of services to help clients build and protect their wealth. A graduate of York University, Desmond obtained a Bachelor of Commerce Degree. He’s a firm believer in continuing education and has acquired the advanced industry designations of Charter Investment Manager® and CERTIFIED FINANCIAL PLANNER®. He has been a licensed Investment Advisor since 2011.
Desmond takes pride in helping individuals, multi-generational families, and professionals achieve greater peace of mind and financial confidence with all-encompassing wealth strategies. His breadth of experience and credentials help ensure sound advice for professionals, executives, and entrepreneurs looking to manage and grow their wealth. In his off-hours, Desmond dedicates much of his time to giving back to his community through volunteering and service.
Client Case Studies
Case Study 1
Client: Confidential
Overview: Cash Settlement from Divorce Proceeds
Occupation: Retired Nurse
Income: None
Investment Needs: Portfolio Income
Wealth Planning Needs: Retirement Income
Testimonial:
“After selling my home over 10 years ago, I asked Desmond to build a portfolio for me that would generate income to cover my living expenses. Even with all the many ups and downs in the market over the years, l am still maintaining my original capital and living off the income it generates. Thank you!”
Case Study 2
Client: Confidential
Overview: Large Cash Holdings from Real Estate Transaction
Occupation: Working Professional
Income: High Salary
Investment Needs: Capital Growth,
Wealth Planning Needs: Retirement, Estate, Insurance
Testimonial:
“Desmond has built a portfolio for me that has performed exceptionally well, it was tailored to my risk level and retirement plans. What I appreciate about his counsel is the time spent explaining the market and investment environment, eliminating the noise, and providing the fundamental reasons for the decision being made by discussing the pros and cons of each selection. I get regular updates on economic and market conditions and how it will impact my portfolio. Desmond has educated me on investments and has calculated the amount of time I need to work before I can achieve the retirement that meets my expectations while maintaining the lifestyle I have come to enjoy“