Investment Approach

At Wyverstone capital we believe that a long-term investment strategy incorporating a balanced asset allocation framework is the key to preserving our clients’ capital and providing them with consistent returns that meet their objective

 

Our tailored client portfolios are geared toward investors who are looking for a
mixture of safety, income, moderate capital appreciation and low volatility.

Our clients can expect a tailored service, underpinned by a disciplined planning and investment process, designed to deliver returns appropriate for their unique investment/risk profile. 

Our professionals work closely with each client to develop their comprehensive Investment Policy Statement, which serves as a strategic guide to the planning and implementation of their tailored portfolio. 

Our clients receive regular updates and have direct access to the their investment professional. This means we are able to respond to any changes in individual requirements, as well as changes in market conditions, in a timely and effective manner.

 

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.