Personal Testimonials for James

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

Portfolio Manager, Fifty-eight years of experience in Asset Management

Retired North American Corporate Executive

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

“Jim knows his stuff....he gets my vote!”

Hamilton Lawyer, Fifty-eight years of practice in Law

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

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

Some comments from happily retired clients...

"James has always given us excellent retirement advice. "

"James is thoughtful, ethical, intelligent, constructive and helpful."

"James has a drive to educate his clients on investing."

"He is approachable and always on top of things."

"Safe and secure! "

Start a conversation today!

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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]

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

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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.

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