Tailored Investment Portfolios

Our tailored client portfolios are not traditional “balanced” funds, which tend to have a fixed mixed of stocks and bonds, such as 60% stocks and 40% bonds. 

 

Our tailored portfolios are established based on our client’s unique circumstances and are actively managed and adjusted to take into consideration our client’s changing risk-return appetite, age, liquidity concerns, income requirements, financial condition as well as overall investment market conditions.

Our investment process is fundamental to the service we provide, guiding our thinking, yet allowing enough flexibility to ensure that individual client objectives are met.  It is constantly evolving, and we invest in the people and resources required to ensure it remains robust, flexible and capable of meeting all our clients’ needs. 

Our in-house research team sources all investments on an open market basis.  This means that securities selection for our clients is driven by their suitability for the client’s portfolio rather than other factors.  When making any investment decision we are cognizant of the impact of expenses on performance.

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.