About

About Us History

About Us

At Superior Wealth and Advisory Services Limited our focus is on service. We are an Investment and Financial Advisory Firm and our aim is to serve you in a manner that meets the highest fiduciary standards and is consistent with all our regulatory obligations.

We are passionate about walking alongside and with you on your savings and investments journey and indeed your journey through life and all the changing financial needs over time.

We believe in consulting, communication and customization as we try to guide you to a path that suits your specific needs and objectives.

Understanding your current situation as well as your future goals and objectives allows us to engage with you strategically to help you meet your financial needs and those of your family members.

Superior Wealth and Advisory Services is currently owned by Ian Narine, a finance and investment professional with a wealth of local and regional experience. Ian started out as a chartered accountant and has gone on to hold leadership roles in three stockbrokerage firms in Trinidad and Tobago as well as one of the largest asset management companies in Trinidad and Tobago. He also lead the local Wealth Management Unit of a multinational bank.

In order to ensure a level of independent advice, Ian does not actively participate in advising customers specifically on their investments in the Unit Trust Cooperation.

About

About Us History

History

In January 2010 Superior Wealth and Advisory Services opened its doors as an Agent of the Unit Trust Cooperation in Debe, South Trinidad. At the time Superior Wealth offered the only non bank investment vehicle to this significant portion of the southern community.

The company was then acquired on January 27th 2017 and has since expanded its operation while remaining true to its original cause. The Debe office continues to operate as it has since inception but a second Unit Trust Agency location was established in August 2017 at the C3 Centre Mall in San Fernando.

The C3 location offers the opportunity for one on one financial advisory services in a comfortable, private setting and also allows us to host group seminars and workshops to improve our clients understanding of many different financial topics.

This location also serves as our main office for the provision of financial advisory services outside of the Unit Trust.