Why Us?
We care about our clients and we are passionate about helping you achieve your financial goals. We will provide you with a clear, prudent financial blueprint that will help you plan your finances both now and in the future, while aligning to your personal values and goals. Creating a comprehensive, holistic financial plan will help you build, preserve and transition your wealth according to your priorities.
You can enjoy peace of mind knowing your investments are being professionally managed to optimize capital preservation and portfolio growth.
Investment philosophy
As a team, we start by understanding your financial situation and align them to the most appropriate investment portfolio solution to help ensure your objectives are achieved. Our job is to engineer portfolios to meet each client’s individual objectives. We use a Total Return approach that combines principle, capital gains and dividends to meet client needs. This strategy focuses on momentum growth investing to manage the risk and return characteristics in each portfolio. We actively look for trends in the underlying investments in our portfolios to identify when there is exposure to additional risk or opportunity for better returns. The benefit of our investment philosophy is to remove the emotions from your investment management decisions by providing expert advice, allowing more time to focus on your personal wealth plan and financial goals.
Discretionary Management
We specialize in managing clients’ wealth so they can focus on what matters to them – without the stress of day-to-day market fluctuations. Through discretionary management, our team has the flexibility to adjust client portfolios as market conditions change, ensuring that investments remain aligned with evolving financial goals and risk preferences. This hands-on approach allows clients to delegate the complexities of investment decision-making to experienced professionals, while enjoying peace of mind knowing that their assets are in capable hands.
Value proposition
We care about our clients, and we are passionate about helping you achieve your financial goals. We will provide you with a clear, prudent financial blueprint that will help you plan your finances both now and in the future, while aligning to your
personal values and goals. Creating a comprehensive, holistic financial plan will help you build, preserve, and transition your wealth to your priorities. With a client-focused philosophy, we are committed to providing exceptional service and expert guidance. Through transparent communication, regular performance reviews, and a personalized approach, we are dedicated to building lasting relationships that give clients confidence in their financial future.
Products and services
Your ambitions deserve unique solutions. We offer customized support and advice
that can address all of your financial needs, including:
• Financial planning
• Investment advice
• Registered savings solutions
• Estate planning
• Business transition planning
• Charitable giving
Our integrated wealth management approach
At CIBC Private Wealth every element of our integrated wealth management approach is designed to support your goals. Our integrated approach is built around four key pillars. It all starts with understanding you and your goals, which are supported by our customized services and expert guidance to keep you moving forward. In addition to flexible investment solutions, we offer tailored banking and trust services, strategies to safeguard your wealth and transition planning when you need it.
