James DiCenzo, Portfolio Manager, Senior Investment Advisor, IA Private Wealth

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
Strategic Investment Portfolios (CAD or USD) 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
Investor Education and Private Events

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).

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.

Investment Clubs

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.

Start A Conversation

Photo by 12019

James M. Di Cenzo FCSI® Portfolio Manager CIM® | Senior Investment Advisor | Telephone: 905-336-1364 or Toll Free: 866-336-1364
Email: James.DiCenzo@iaprivatewealth.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 everyone is moving forward together, then success takes care of itself." Henry Ford

Feel free to contact us. All personal consultations are completely confidential.

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.

What We Do

Our Business

Federal Registered Savings Plans

What is a Family Office?

Investment Clubs