James DiCenzo, Portfolio Manager & Senior Investment Advisor

Advice Beyond Investing
Comprehensive Retirement Strategies | Transparent Fees
Fiduciary Responsibility | Unparalleled Client Resources | Trust

James provides personalized private-client investment management services to families of retiring business owners, professionals and members of Canadian public traded corporations. His team also provides investment management services to registered companies of several Provinces across Canada as well as international clients including the UK, EU, Australia and Asia.

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James M. Di Cenzo FCSI® Portfolio Manager CIM® | Senior Investment Advisor | Telephone: 905-336-1364 or Toll Free: 866-336-1364 | Email: james.dicenzo@iagto.ca

Burlington Main Office: 1001 Champlain Ave, Suite 201, Burlington, ON L7L 5Z4 Toronto Office: 26 Wellington St E, Suite 900, Toronto, ON M5E 1S2

If you would like to discuss your current investments or retirement plans, please let us know. All consultations are completely confidential.

"If everyone is moving forward together, then success takes care of itself." Henry Ford

This information has been prepared by James M. DiCenzo, Portfolio Manager | Senior Investment Advisor for iA Private Wealth (IAPW) and does not necessarily reflect the opinion of IAPW. 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 IAPW, please consult the official website at www.iaprivateweath.ca. The Investment Advisor can open accounts only in the provinces where he is registered. iA Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth operates.

Photos used under Creative Commons from investmentzen, blachswan