Talha Babar - Wealth Advisor

Talha Babar - Wealth Advisor Wealth Advisor at iA Private Wealth I work collaboratively with Mark Smith-Windsor (Portfolio Manager), and Casey Bone (Investment and Insurance Advisor).

An experienced professional in wealth management, I provide strategic guidance to business owners, executives, and high-net-worth individuals on complex investment and wealth preservation matters. My expertise spans capital markets, business transitions, and tax-efficient strategies, with a focus on optimizing asset growth and risk management. Together we have over 25 years of collective experienc

e advising clients on investment management, business expansion, succession considerations, and wealth structuring. We have access to a suite of tools through iA Private Wealth that enable us to go above and beyond for our clients unlike any other financial services brokerage.An experienced professional in wealth management, I provide strategic guidance to business owners, executives, and high-net-worth individuals on complex investment and wealth preservation matters. We have access to a suite of tools through iA Private Wealth that enable us to go above and beyond for our clients unlike any other financial services brokerage.

I'm excited to announce I have transitioned over to iA as a Wealth Advisor. Though my title is slightly different, my mi...
02/08/2025

I'm excited to announce I have transitioned over to iA as a Wealth Advisor. Though my title is slightly different, my mission remains the same. With more autonomy over my practice, comes more responsibilities - and I feel more ready than ever to take this on.

I'm going to be part of an experienced team with Mark Smith-Windsor, CPA, CMA, CFA® and Casey Bone who bring unique expertise of their own to the table.

iA is at the forefront of the industry with a cutting edge tech stack, advisor growth opportunities, marketing support and independent business model.

The possibilities are endless, and at the boardroom, this becomes evident - I just cannot wait to bring this type of value to our clients' portfolios and financial lives.

Additionally, I would like to thank Edward Jones for the experience and knowledge I gained from my time there. It was certainly a transformational role for me and will remain a benchmark for my career in this industry.

Our Senior Investment Strategist Mona Mahajan joined CNBC's “Squawk Box” to discuss the health of the U.S. consumer, rec...
08/20/2024

Our Senior Investment Strategist Mona Mahajan joined CNBC's “Squawk Box” to discuss the health of the U.S. consumer, recent inflation trends and portfolio positioning after the recent market volatility.

Watch here: https://cnb.cx/3MfJTMc

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219 2nd Avenue S
Saskatoon, SK
S7K0B4

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+13069316711

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