Our Business
Our clients enjoy a full array of wealth services. Some of which include:
- Conservative Asset Growth - Moderate Asset Growth
Federal Registered Savings PlansWe 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. For more information on our portfolio of family office services, please click here; www.jdadvisors.ca
Speaking Events, Investment Clubs
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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: [email protected]
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
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
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.
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.