Investment Style

 

Equities

We combine tenets of both value investing and growth investing when selecting individual companies for our clients’ portfolios.

We focus on companies that are in growth industries, have proven management track records, have consistently displayed earnings growth and are underpriced by the market relative to their  long-term fundamentals.

Our preference is for companies that have a strong history of paying dividends, growing dividend, and maintaining a reasonable dividend payout ratio.

 

Fixed Income

We are defensive fixed-income investors with a focus on income generation vs. capital appreciation and as such we primarily focus on short to intermediate term Government issues and highly rated corporate issues.

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.