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Rubie Wealth Management Group | iA Private Wealth

Desmond Rubie, BCom, FCSI®, CIM®, CFP®, Wealth Advisor, iA Private Wealth Inc., Insurance Advisor*, iA Private Wealth Insurance

INVESTED IN YOU.

*iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Data as of March 31, 2025.

Client Focused

From our initial financial discovery meeting, to the creation of a wealth plan, through to the development of a customized investment portfolio, our focus is on you. Expect quick, responsive communications, and attention to detail. We work with individuals, families, professionals, and business owners.

Financial Clarity

Based on your current financial circumstances as well as your needs and expectations for the future, we take a team-based approach to help guide you towards achieving your desired financial objectives. We will assess your needs in areas such as:

Investment Process

We focus on economic, market and company fundamentals. We research markets and analyze opportunities using a Statistical Analysis toolkit. Our ultimate goal is to uncover companies/investments with superior growth potential.

Our Clients

Our typical clients are busy professionals, entrepreneurs, or retirees with at least one of three objectives: Capital Growth; Capital Preservation; Income.

“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.“

“After selling my home over 12 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!“

Growing your Investments

Paying for Tuition

Retirement Planning

Selling your Business

Planning your Estate

Building a Legacy

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