Our Clients
MILLIONAIRE STATUS IS ATTAINABLE
Everyday People
Building Extraordinary Wealth
Our clients are everyday, hardworking people and families who are active and enjoy life. They want to follow a clear and logical path to wealth accumulation.
They want a balanced approach, willing to forego some of today’s instant gratification pressures so that they can enjoy the fruits of their labours later in life, when it is needed most.
Client Profile
Most of our client base consists of “everyday millionaires” which is a phrase used to describe people who have to work hard to create their wealth.
In our experience, many of our clients attained this status through the following professions: engineer, farmer, manager, trades, and professional practitioner.
A Focus on Growth
Our advisory and investing activities are focused on “growth-stock portfolios,” therefore, we are unable to serve everyone. We are not suitable for some styles of clients, such as those who cannot withstand the volatility and price fluctuations of equities, or those who place capital preservation ahead of absolute returns.
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.
