Rooted in an Investment Policy Statement (IPS) that takes into account your specific needs, a Portfolio Manager follows regulatory standards and a strict investment discipline that offers an added advantage.
A Portfolio Manager’s fiduciary responsibility means we act with a higher standard of care, honesty and good faith, making investment decisions that are independent, free of bias and always in your best interests.
The Portfolio Manager designation requires the highest level of education and experience in the investment industry.
Delegating day-to-day decisions to a Portfolio Manager allows for quick responses to unexpected market moves, better preservation of your assets in difficult markets and the ability to take advantage of unforeseen investment opportunities.
A Portfolio Manager can execute timely trades for all clients, all at once. This ensures everyone benefits equally from market opportunities.
In addition to the monthly or quarterly reports required by industry regulations, Portfolio Managers provide supplementary reports that offer consolidated views of all your accounts.
Mann Wealth Management best serves individuals with investment assets in excess of $1 million.
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 advisor if you have any questions.
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