Understanding SMAs: Benefits for Retail Clients

Explore the advantages of Separately Managed Accounts (SMAs) for retail investors. Naveen Kumar discusses how SMAs provide unparalleled customization, tax efficiency, and transparency, making them a powerful tool for achieving personalized financial goals. Dive into the benefits of direct ownership and professional management.

Accureta Wealth Management™, iA Private Wealth

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Disclaimer: This information has been prepared by Naveen Kumar, CFA®, CFP® who is a Wealth Advisor for iA Private Wealth Inc. and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this video comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Wealth Advisor can open accounts only in the provinces in which they are registered.
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.

*Insurance products and services are offered through Accureta Wealth Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.