Our philosophy

We believe passionately in the value of active management and active advice.

iA Clarington's active philosophy

1. We believe in active management

At iA Clarington, we believe that investors can best achieve their financial goals with distinctive solutions managed with the discipline and conviction of a skilled portfolio manager.

2. We believe in active advice

We believe investors have the best chance of success when they plan and invest with a skilled and trusted financial advisor. A study by the Center for Interuniversity Research and Analysis of Organizations (CIRANO) found that, on average, advised households had 290% more financial assets than non-advised households over a 15-year period.1

3. We believe in our portfolio managers

Rather than having a house view or specific investment style, we believe in partnering with skilled portfolio managers who have their own unique approaches to helping investors reach their goals. Our culture of originality and innovative thinking has attracted highly respected portfolio management teams, allowing us to offer a diverse lineup of product solutions that span a wide range of investment styles, asset classes and regions.

iA Clarington portfolio managers have three qualities in common:

Skill

Our research-driven portfolio managers have long track records of skilled, effective security selection and vigilant risk management.

Conviction

Unafraid to challenge conventional wisdom, our portfolio managers have the conviction to follow through on their best investment ideas.

Opportunity

Our portfolio managers have the ability to identify opportunities that many investors, including some professional investors, are unable to perceive.


1Claude Montmarquette and Nathalie Viennot-Briot, “The Gamma Factor and the Value of Financial Advice,” Center for Interuniversity Research and Analysis of Organizations (CIRANO), 2016.