• Home
  • Your Partner
  • Our Services
  • Insight
  • Testimonials
  • J.D. Advisors Inc.
  • Contact Us
  James DiCenzo, Portfolio Manager, Senior Investment Advisor, IA Private Wealth

What We Do

Our Business

Our clients enjoy a full array of wealth services.  Some of which include:
  • Multi-Generation Asset Planning
  • Estate Planning Strategies
  • Individual Retirement Plans for Small and Medium Size Business Owners, Corporate Capital Accounts
  • Goals-Based Managed Investment Portfolios for:
                 -  Retirement Income & Growth
                 -  Conservative Asset Growth
                 -  Moderate Asset Growth
  • Personal Trusts for Young Investors and Registered Education Savings Plans (RESP)
  • Registered Disability Savings Plans (RDSP)
  • Group Retirement and Pension Solutions for private Corporations
  • Advising on the Assets of Registered Charities / Non-Profit Organizations
  • Alternative Investment Strategies (for investors deemed as “Sophisticated Investors” by IIROC)
  • Tax Advantaged ‘Flow-Through’ Investments 

Federal Registered Savings Plans

We offer all variations of the Federal Registered Savings plans including RRSP and RRIF accounts (spousal, locked Federal/Provincial plans), Registered Disability Savings Plans (RDSP) and the Tax Free Savings Accounts (TFSA).
Start A Conversation

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.   For more information on our portfolio of family office services, please click here; www.jdadvisors.ca
Picture

Speaking Events, Investment Clubs
& Private Educational Events

James speaks on a wide array of investment and retirement topics at public and private events, as well as Investment Clubs.   James was the Investment Advisor to one of Hamilton Wentworth's oldest Investment Clubs (since 2006).   Currently,  James hosts private Investment Education events for clients, families and friends that provide access to some of the brightest minds in the investment world.

If you are currently seeking a speaker for your next event, or would like to attend an upcoming Investment Education event, please contact us.
May 2024 Event Testimonial...
"Thank you for a wonderful evening. 
​When in your company I always feel privileged."

Image by 12019 and toodling studio from Pixabay
 James M. Di Cenzo  FCSI®  Portfolio Manager CIM®  | Senior Investment Advisor  | Telephone: 905-336-1364  or Toll Free: 866-336-1364 
Email:
[email protected]
Please feel free to contact us.   All personal consultations are completely confidential. 
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 everyone is moving forward together, then success takes care of itself."  Henry Ford

Picture
Picture
Picture
Know Your Advisor: Advisor Report 

 iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.  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.
 
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc.  Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties.  Please speak to your Investment Advisor if you have any questions.
  • Home
  • Your Partner
  • Our Services
  • Insight
  • Testimonials
  • J.D. Advisors Inc.
  • Contact Us