Our team at Piccoli Wealth Management at CIBC Wood Gundy specializes in organizing, protecting and growing wealth for professionals, business owners, athletes and their families. We strive to optimize the management your wealth so that you have more time to do the things you love, and live the life you want to live.

Our services combine the art and science of the optimization of the four pillars of true wealth.

We start by learning everything that's important to you. We get to know you and your family, your values, goals, and vision for your family legacy.

We then create a bespoke plan, with you and your family at the center. This plan informs our investment management guidelines so that you can protect and grow your wealth.

Our investment philosophy is tailored to suit every client and their individual needs and personality, but is grounded in several fundamental truths:

Investing in quality companies at attractive valuations,

Keeping a long-term focus,

Diversifying appropriately, and intelligently, to smooth out volatility,

Managing risk on a constant and evolving basis.

Once we come up with an investment and asset allocation plan, the next step is to help you succeed beyond the numbers. We help educate the future generations of your family about financial and investment topics, help secure your legacy with an estate plan and charitable giving strategy, and help optimize your health and longevity so you can live a life you can be proud of. 

We strive to create rewarding and long-term client relationships, and we love nothing more than to see our clients thrive.