Joe Macek is an Investment Advisor and Portfolio Manager with iA Private Wealth and iA Private Wealth USA Inc. With over 25 years of expertise, based in Winnipeg, Manitoba, with offices in Toronto, Ontario, and Vancouver, British Columbia, His services encompass a full range of products, including stocks, bonds, mutual funds, options, fixed income, a variety of ETFs, estate planning, tax minimization, crafting income strategies for retirees, and retirement projections and planning, across seven provinces.
Joe also provides cross-border services as well as services exclusive to US citizens as he is registered with the SEC in Texas, USA. His deep understanding of finance allows him to offer cross-border investment opportunities that few advisors can, emphasizing a broader, more globally oriented-approach to wealth management.
USA Channel:
youtube.com/@JoeMacekUSA
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