Our clients enjoy a full array of wealth services. Some of which include:
- Conservative Asset Growth
- High Yield Growth and Income
Federal Registered Savings Plans
We offer all variations of the Federal Registered Savings plans including RRSP and RRIF accounts (spousal, locked Federal/Provincial plans) and
the Tax Free Savings Account (TFSA).
What is a Family Office?
A Family Office is different from a traditional financial advisor in that it aims to offer a total financial solution, including select accounting and legal professionals to organize a family's personal financial affairs and philanthropic needs.
James has been the Investment Advisor to one of Hamilton Wentworth's oldest Investment Clubs since 2006. If you are interested in starting an Investment Club, or wish to invite James to your next Club meeting, please contact us.
|James M. DiCenzo, Portfolio Manager, Senior Investment Advisor, iAS||
What We Do
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. Industrial Alliance Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Securities is a trademark and business name under which Industrial Alliance Securities Inc. operates.