Portfolio Management

We provide iA Private Wealth Investment Advisors with value-added fixed-income solutions tailored to the unique needs of each client.

Customized bond portfolios for your valued clients

Take advantage of our in-house expertise to offer clients a fixed-income portfolio that meets the specific requirements of their unique circumstances.

Key benefits

  • Bespoke portfolios of individual securities are an attractive – and in most cases superior – alternative to GICs, bond funds and ETFs
  • Leveraging the portfolio management expertise of a proven fixed-income professional with almost 25 years of experience will free up more time to spend on servicing clients and growing your business
  • Our unique products and solutions, including customized bond ladders and retirement savings bonds, provide clients with otherwise inaccessible options and enhance your value proposition

Our team

Christian Pouliot

Christian Pouliot

MBA, CFA, CTP Head of Fixed Income Investments & Financing Solutions