Strategy & Design
Our primary focus is building and designing growth-stock portfolios
while helping our clients attain prosperity.
OUR PHILOSOPHY
Assets Are King - Debt Is Dumb
Our belief is that a paid off home mortgage is the new status symbol of the wealthy. Some may think it’s a fancy car, yet we know that just about anyone can borrow money for an expensive sports car.
Providing Solutions
Many clients come to us not knowing where to begin, frequently asking the same questions. “What do I do first?… then what?” We provide a clear plan to our clients based around eliminating debt and building net worth.
Millionaire Status
We like to use the term "millionaire status" as it is easily quantifiable. It simply means a person whose net assets (total assets minus total debts) are in excess of $1 Million. Our main objective is to help our clients get to and exceed millionaire status.
The term millionaire resonates well with our clients and provides a clear milestone for individuals to track their progress toward financial independence.
Debt Elimination
97% of millionaires surveyed in a recent study* indicated that they did not use debt to build wealth. We find that when people have no debt, they eliminate the hurdles of bank interest, fees, and service charges. Lack of debt and a good income is a powerful combination on the path to growing tremendous wealth.
* Ramsey Solutions, The National Study of Millionaires
Investment Strategies
We mainly employ trend following strategies by trading & investing in stocks that are listed on the NASDAQ, NYSE and TSX. Trend-Following is a very effective and easy to understand process, which involves investing in what is currently working and ignoring what is not.
Portfolio Management
As people's wealth increases, so does their financial complexities and risks. That is why clients hire us to manage their accounts for them. While our clients want to see their assets grow, they also want an understandable game plan along with controllable risks on the downside via money management techniques.
Disclosures and Disclaimers:
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 Portfolio Manager can open accounts only in the provinces where they are registered.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
