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The Preziuso Advisory Group

905-272-6019    thepreziusoadvisorygroup@cibc.com

As a Portfolio Manager, leading the Preziuso Advisory Group, the combined experiences of the team has taught us a lot about who we are and what sets us apart from others. The following is what gives us the edge:

• Honesty and integrity are the cornerstones of everything we do.
• We build trusting and long-lasting relationships with our clients and business partners.
• We care about our clients' financial well-being -- To us, more important than making clients money is protecting them from risks that may not be apparent.
• We view setbacks as opportunities because we have the ability to get down to what is important and provide solutions to our clients with clarity.
• We always start our day with a little humility, and we never forget how we got to where we are today.

Our integrated approach is built around four key pillars. It all starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services.

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

• Discretionary and managed portfolios
• Full-service investment advisory
• Exclusive and customized capital markets solutions
• Cross-border investment counsel
• Self-directed investing

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

• Full-service banking with a dedicated team
• Multi-currency credit solutions
• Cash and liquidity solutions
• Cross-border banking solutions
• Financial fluency for the next generation

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

• Retirement and cash flow planning
• Tax and estate advisory
• Strategic philanthropy
• Business succession and family enterprise planning
• Planning for multi-generational wealth transfer

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

• Professional executor and trust administration
• Executor and power of attorney appointments
• Agent for estate, trust and power of attorney
• Insurance counsel and solutions