Investment Process

Our investment process begins by working with our clients to establish their unique Investment Policy Statement (IPS).

 

This allows us to determine an investment mandate to govern how the investments will be managed and construct appropriate portfolios based on the determined mandate. 

Portfolios are then monitored on a regular basis, adjusted as necessary and benchmarked. 

Client updates are held on a regular basis to both review the performance of the portfolios
as well as make any necessary adjustments to the IPS.

Investments, Financial Planning, Financial Advisor, Portfolio Management, Asset Management

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.