Wealth & Performance

Renn Wealth, iA Private Wealth

We build fully custom portfolios to suit our clients’ needs.

We take into account individualized aspects to create better outcomes with less tax and superior investment returns.

Renn Wealth Enhanced Asset Allocation Mix

We utilize a much wider range of asset classes and investments than a typical investor. We make use of numerous alternative investment opportunities such as real estate, mortgages, private equity and debt. We use this enhanced asset allocation mix to enhance returns and reduce volatility.

An excerpt of our approach and performance:
Renn Focused Growth Portfolio

Our investment approach is designed for investors looking for a high conviction North American Equity investment portfolio. We follow a proprietary process that utilizes technical and fundamental indicators seeking to deliver consistent performance.

An end-to-end insurance and wealth management team, here for you, with a commitment for helping you leave a lasting impact on your family and business.

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