Advisor Portfolio Services brings together the insight and knowledge of your financial advisor with the portfolio management expertise of IA Private Client, to meet your goals. Once your financial advisor has referred you to IA Private Client, a Portfolio Manager will develop a customized portfolio solution based on your investment objectives, and open a Separately Managed Account (SMA). IA Private Client will manage your investments within the parameters of your tailored Investment Policy Statement.
IA Private Client is a division of IA Clarington Investments Inc.
IAC hires leading portfolio managers from across Canada and around the world to manage a diverse range of investment products, including the IA Clarington Funds, the IA Clarington Target Click Funds and closed-end funds.
IA Clarington is a wholly-owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., Canada's fifth largest life and health insurance company. Industrial Alliance has a history that reaches back to 1892. Today it offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services. It has operations across Canada and in the United States, and, at June 30, 2008, it managed and administered more than $50 billion in assets.