Meet Our Team

Are you looking for an investment advisor who treats your money
as if it were their own?

If your answer is yes, you might want to get to know a little more about our team – both professionally, and personally.

Michael Birbari, B.A. (Econ), CIM®

Portfolio Manager,
Senior Wealth Advisor
iA Private Wealth

*Insurance Advisor
iA Private Wealth Insurance*

(905) 336-8600 x222
m.birbari@iaprivatewealth.ca

For over 20 years, I have managed the family wealth of high-net-worth clients, many of whom are entrepreneurs, executives, and medical professionals. I collaborate with a network of tax, legal and estate planning professionals to provide clients with an integrated and holistic approach to their wealth management needs. Read more…

Jill Edmunds, CPA, CA, CFA

Portfolio Manager
Investment Advisor
iA Private Wealth

I bring over 10 years of financial services experience to the team and specialize in investment research, portfolio management and retirement planning. Prior to joining The Birbari team in 2015, I spent over three years at the CPP Investment Board focusing on fund manager selection and alternative strategies, as part of a team managing billions in assets. Before that, I worked at Deloitte and focused on financial institution audits and consulting engagements. As a graduate of McGill University, I majored in accounting and finance. Read more…

Samantha Kowalczyk, B.A.

Licensed Assistant
iA Private Wealth

I joined the Birbari Wealth Management team back in 2015 after working for seven years as an associate to the Portfolio Managers of Dynamic Funds in Toronto, as well as to HollisWealth advisors in Nova Scotia. I have a B.A. in Political Science & International Development Studies from St. Mary’s University. Read more…

Colette Keenan

Administrative Assistant
iA Private Wealth

I have been an office administrator with Birbari Wealth Management for over ten years. I’m responsible for preparing all new client documentation, ensuring full compliance with industry standards, and providing excellent client service. I am the first person you speak with on the phone and am the friendly face you’ll see when you visit our office. Read more…

Meggie Osdautaj

Administrative Assistant
iA Private Wealth

I have worked with the Birbari Wealth Management team since 2016 and am responsible for various daily office duties, including preparing for client meetings, scheduling appointments, and ensuring the office runs smoothly. I graduated from Mohawk College after completing the Office Administration Executive program. Read more…

1 (800) 336-8606

3465 Rebecca Street, Suite 210
Oakville, ON L6L 0H3

IIROC IIROC AdvisorReport CIPF

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. *Insurance products and services are offered through iA Private Wealth Insurance, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.