James M. Di Cenzo
My Work Ethic
James takes pride in providing his clients with the highest calibre of investment management advice and a commitment to service. In an ever-changing investment climate, he firmly believes in practicing a disciplined, consistent, and well-diversified investment strategy. As a client, you will not only have access to an unparalleled level of investment management, but also a dedicated financial partner that you can understand.
Starting his career in the venture capital industry, James has genuine ‘hands on’ experience in the development of conceptual investment ideas, starting out only on paper in a boardroom, and how they materialize into profitable valued added businesses, with valuations in the $100 of millions. His career has given him the opportunity to work in several major cities including Toronto, Montreal, and Miami, Florida. On his return to Canada, James started his career on Bay Street as an Investment Advisor with a major non-bank owned brokerage firm.
Families of retiring business owners, professionals and the members of Canadian publicly traded corporations. James also provides investment services to registered Ontario companies, as well as International clients (Europe, Australia, Asia).
Fellow of the Canadian Securities Institute
The FCSI® designation is one of the investment industry’s most prestigious professional distinctions. It is reserved solely for a group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
As Fellow of the FCSI,® James is dedicated to offering a fully transparent investment management portfolio to help his clients most effectively achieve their investment goals.
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|James M. DiCenzo, Portfolio Manager, Senior Investment Advisor, iAS||
James M. Di Cenzo FCSI® Portfolio Manager CIM® | Senior Investment Advisor | Telephone: 905-336-1364 Toll Free: 866-336-1364 | Email: firstname.lastname@example.org
If you would like to discuss your current investments or retirement plans, please let us know. All consultations are completely confidential.
This information has been prepared by James M. DiCenzo, Portfolio Manager | Senior Investment Advisor for Industrial Alliance Securities Inc. (IAS) and does not necessarily reflect the opinion of IAS. The information contained in this document comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the time of publication and are subject to change. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. For more information about IAS, please consult the official website at www.iasecurities.ca. The Investment Advisor can open accounts only in the provinces where he is registered.