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26 Wellington St E, Suite 201, Toronto, ON M5E 1S2, Canada
26 Wellington St E, Suite 201, Toronto, ON M5E 1S2, Canada
If you are ready to make a switch, consider what the Pivotal Wealth team has to offer. We have a track record of more than 30 years combined experience advising on private portfolios for individuals and their families, adhering to the highest level of ethical standards relating to client service and advice.
We differentiate ourselves from other financial professionals by utilizing a unique group of individual Portfolio Managers and their funds, including most notably The Resolute Performance Fund and Chou Funds. The portfolio managers of these funds are independent owners of their own firms. Each manager has built up a long-standing track record of excellent performance for their investors. We want to work with investors who embrace long-term value investing. So, those who choose to invest with us have a high level of tolerance for the short-term fluctuations in portfolio values that are inherent in our strategy.
We’re in this journey together. We are personally invested in every fund we recommend, and so are the fund Portfolio Managers.If you feel your current investment portfolio is not meeting your needs, then contact Joe Hogan to discuss your options. We’ll determine if there’s a good fit to our investment strategy, and how we might assist you in meeting your goals.
The value we are able to provide is demonstrated over decades, rather than over six or 12 months. For our investors, we seek to maximize compound returns over time, while minimizing our reaction to the short-term noise occurring in the financial markets.
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 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.
