James DiCenzo, FCSI®, Honours B.A., CIM®

Portfolio Manager

Main Office: 1001 Champlain Ave, Suite 201 Burlington, ON L7L 5Z4 Toronto : 26 Wellington Street East, Suite 700, Toronto, ON M5E 1S2
Toronto, ON M5E 1S2

My Work Ethic
James takes pride in providing his clients with the highest calibre of investment advice and a commitment to service. In an ever-changing investment climate, he firmly believes in practicing a disciplined, consistent, and well-diversified investment strategy. As a client, you will not only have access to an unparalleled level of investment advice, but also a dedicated financial partner that you can understand.

My Career
Starting his career in the venture capital industry, James has genuine ‘hands on’ experience in the development of conceptual investment ideas, starting out only on paper in a boardroom, and how they materialize into profitable valued added businesses, with valuations in the $100 of millions. His career has given him the opportunity to work in several major cities including Toronto, Montreal, and Miami, Florida. On his return to Canada, James started his career on Bay Street as an Investment Advisor with a major non-bank owned brokerage firm.

My Clients
Families of retiring business owners, professionals and the members of Canadian publically traded corporations. James also provides investment services to registered Ontario companies and charities as well as international clients (Europe, Australia, Asia). Last, James offers institutional trading services to investment counsels across Canada.

 

His Registered Assistant, Esther Smith, can be reached by phone at 905-528-6505 ext. 222 or by email at esther.smith@iagto.ca.