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

James M. Di Cenzo

Honours B.A.
Fellow of the CSI (FCSI®)
Chartered Investment Manager (CIM®)
Portfolio Manager
Senior Investment Advisor

Based on your personal needs, an experienced tax professional or Estate lawyer can be made available through our J.D. Advisors Team.
www.jdadvisors.ca

James 'on the Street' near Bay & Adelaide, Oct 99

Our Work Ethic
James and his team take pride in providing clients with the highest calibre of investment management advice and a commitment to service. In an ever-changing investment climate, James firmly believes in practicing a disciplined, consistent, and well-diversified investment strategy. As a client, you will not only have access to an unparalleled level of investment management, but also a dedicated financial partner you can understand.

Career
Starting his career in the venture capital industry, James has genuine ‘hands on’ experience in the development of early stage companies and investment ideas and how they evolve into profitable valued-added businesses with valuations in the $100 of millions. His early career gave him the opportunity to work in several major cities including Toronto, Montreal, and Miami, Florida. On his return to Canada, James started a new chapter on Bay Street as an Investment Advisor with a major non-bank owned brokerage firm.

Our Clients
Families of retiring business owners, registered corporations, professionals and members of Canadian public traded corporations. James is also registered to serve clients across the United States. We also serve international clients in the United Kingdom, European Union, Saudi Arabia, Australia and Asia.

Personal Testimonials

Fellow of the Canadian Securities Institute
The FCSI® designation is one of the investment industry’s most prestigious professional distinctions. It is reserved solely for a group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

As Fellow of the FCSI,® James is dedicated to offering a fully transparent investment management portfolio to help his clients most effectively achieve their investment goals.
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Image by Karl Egger from Pixabay

James M. Di Cenzo Honours B.A. 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

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.

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