Our Process
A SIMPLE, EASY TO UNDERSTAND PROCESS, YET, IT IS A LOT OF WORK
There are many ways to build wealth - luck and wishful thinking are neither of them.
Many people do not have a clear plan or understanding towards building wealth.
Research has shown that the bulk of millionaires surveyed did not use debt to reach millionaire status.* In our experience, we have found that best path to wealth is by following a simple formula.
This formula focuses on reducing all consumer debt while building wealth using growth-stock portfolios.
* Ramsey Solutions, The National Study of Millionaires
Private Client Managed-Portfolios
As your wealth grows, so do the programs available to you in the form of Portfolio Management. On our platform, we employ a variety of growth strategies such as Trend Following, Mean Reversion, and Relative-Strength Sector Rotation to name a few. All our portfolios are designed to capture stock and market growth when it occurs while managing risk. We accomplish this via employing money management techniques including monitoring and adjusting each portfolio for proper position sizing, concentration, and sector risks.
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.
