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

Testimonials

...a few words from clients and associates of James


Picture
Picture

Portfolio Manager, Fifty-eight years of Management experience

Hamilton Lawyer, Fifty-three years of practice in Law

"James is a well qualified Investment Advisor and Portfolio Manager.
He knows what he's doing."
Former President and CEO of  Leon Frazer & Associates
Ontario's oldest Investment Counsel and
Canada's second oldest Investment Counsel

"James is honest, knowledgeable, intelligent, industrious and forthcoming."

Picture

Non-Profit Organization, Hamilton, Ontario

"In many years dealing with James, I’ve felt that James treated me personally and our organization like a brother. 
His honest insight has been very helpful to our organization and his advice has helped us greatly.  
I highly recommend his services to others.”
Chairman
Grand Order of Israel


Happily Retired Clients

"James is thoughtful, ethical, intelligent, constructive and helpful. 
​James has a drive to educate his clients on investing."
Picture
"James has always given us excellent retirement advice.  
​He is approachable and always on top of things." 
"Working with James for almost fifteen years, I’ve been very happy with his work. 
Despite many market surprises and drawing on my portfolio regularly for income, James has managed to preserve my retirement assets." 
Start a conversation today!
Photo by geraldfriedrich2 at Pixabay     Photo by edar at Pixabay     Photo by DyeAnnaBee at Pixabay     Photo by Porapak at Pexels
 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

Picture
Picture
Picture


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.
Photo used under Creative Commons from MDreibelbis
  • Home
  • Your Partner
  • Our Services
  • Insight
  • Testimonials
  • Contact Us