Above the Clouds
OUR PHILOSOPHY

Consilium is Latin for wise counsel and prudent planning. 

We endeavour to provide you with true consilium. 

A financial plan is the cornerstone of good stewardship and reaching your goals. Planning that strives to virtue, with a careful consideration of your moral and ethical beliefs. 

VIRTUOUS FINANCE

The pillars of our process are grounded in the foundation of the cardinal virtues.

 

Prudence - Using right reason to make right decisions

  • A financial plan with a clear definition of your goals, that recommends the right strategies to help you achieve them

  • An investment policy that considers the risk you need, the risk you want, and the risk you can handle. Goals-based return targets and recommending the right securities for your particular objectives

Fortitude - The strength to see an action through

  • Having the courage to take appropriate risks that are necessary when dealing with an uncertain future

Justice - Action in right measure

  • Finding the right balance in allocating to various assets, savings goals, charitable giving, and other goals

Temperance - Self-mastery

  • Maintaining the discipline to persevere with a reasoned financial and investment plan crafted for the long-term

  • Avoiding the temptation to chase returns, speculate on inappropriate risks, or spend beyond your means   ​

 
MORALLY RESPONSIBLE INVESTING

Our investment process seeks out companies whose business strictly aligns with your moral code. We adhere to the traditional values of our society, and we believe our investment portfolio should as well.

The private sector must be not only an engine of growth and productivity, but also a reflection of our values and priorities, a contributor to the common good. Examples of greed and misconduct must be replaced with models of corporate responsibility.”                               

                     

 – USCCB Investing Guidelines

Need more details? Contact us

We are here to assist. Reach out by phone or email.

 
 
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Industrial Alliance Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Securities is a trademark and a business name under which Industrial Alliance Securities Inc. operates.

This is not an official website or publication of iA Securities and the information and opinions contained herein do not necessarily reflect the opinion of iA Securities. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Securities, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities.

 

The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

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