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Portfolio Management

Sophisticated. Disciplined. Superior.

A Portfolio Manager offers a higher standard of wealth management.

You have worked hard to build a successful investment portfolio, one that offers you peace of mind and financial stability. Now it is time to ensure your wealth continues to grow so you can enjoy the lifestyle you have earned.

We believe this is best achieved with discretionary wealth management, available exclusively through advisors with the Portfolio Manager designation. A Portfolio Manager is a trusted, elite professional with advanced credentials and an exemplary track record who is dedicated to providing an elevated level of client service.

Key benefits of working with a Portfolio Manager

We believe comprehensive personal wealth planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and helping you achieve your goals.

Fiduciary duty

Portfolio Managers uphold a fiduciary standard, ensuring that all actions are in the client’s best interests and are carried out with a higher level of care, honesty, and good faith.

Expertise

Portfolio Managers are financial professionals with expertise in analyzing market trends, assessing risk, and making informed investment decisions.

Advanced qualifications

The Portfolio Manager designation signifies a high level of education and experience, providing clients with confidence in the manager’s qualifications and capabilities.

Diversification

Portfolio Managers can help you build a diversified investment portfolio, which can help spread risk and potentially improve returns.

Customization

Portfolio Managers can tailor an investment strategy to your specific financial goals, risk tolerance, and investment preferences.

Active management

Portfolio Managers actively monitor and adjust the portfolio based on market conditions, economic indicators, and other factors to optimize performance.

Emotional discipline

Portfolio Managers can provide a level-headed, disciplined approach to investment decisions, helping to mitigate emotional reactions to market fluctuations.

Transparent fee structure

Portfolio Manager fees are transparent and based on a percentage of assets under management, encouraging alignment with client goals and performance. Fees may be tax deductible for non-registered accounts.

Reporting and transparency

Portfolio Managers provide regular performance reports and transparent communication about the status of your investments.

Coordinated trading

Portfolio Managers execute timely trades for all clients simultaneously, ensuring equitable benefit from market opportunities.

About iA Private Wealth

iA Private Wealth offers tailored wealth management solutions through a network of more than 460 independent Investment Advisor teams.

With over $50 billion in assets under administration, we are the partner of choice for discerning investors across Canada.

iA Private Wealth is owned by iA Financial Group, one of the largest insurance and wealth management groups in Canada, with operations in the United States as well. Learn more about iA Financial Group.