Michael Preto Email & Phone Number

Who I am:I am a proud father of 3 great kids and a lucky husband. I am passionate about Hillside and our quest to realize your big, meaningful dreams. How we are different:Retirement Planning: We call this our Navigator. The Navigator is all about setting targets and then tracking your progress towards them. If you're ahead of schedule, you have a surplus. We report your surplus to you as your Dreampool- these are funds available to either:1. Realize a dream today. 2. Retire earlier.3. Spend more in retirement. Portfolio Management: We call this our Factory. We screen the globe for the highest quality businesses and then invest in those businesses for you. We have a team of people solely dedicated to managing your money. In short, we run your money differently for the right reasons and we are passionate about growing your portfolio. Our money is invested in the same businesses as yours. Yes, we eat our own cooking. I am also a Portfolio Manager with iA Private Wealth (USA) Inc. (“IAPW-USA”) a Canadian based US Registered Investment Adviser “RIA” offering integrated cross border wealth management solutions to residents of the United States. As a Portfolio Manager with IAPW-USA, I can work with clients residing in the United States who are looking for wealth management solutions. iA Private Wealth USA is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: www.iaprivatewealthusa.com

Listed skills include Investments, Retirement Planning, Wealth Management, Investment Strategies, and 23 others.