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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Ryan Financial Group

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Our approach

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7877
Email Email us
Email Email
Telephone Number Tel

Our approach

 

 

 

 

 

 

 

 

 

 

 

 

 

Why Choose the Ryan Financial Group:
 
  • Seasoned investment professional team
     
  • Long-term perspective – our investment approach seeks steady progress towards our clients long-term financial goals rather than short-term fast returns
     
  • We work with you to set realistic goals and objectives based on your particular circumstances and desires
     
  • We consider our relationship to be an ongoing partnership
     
  • We offer objective independent advice. As an outside professional resource we add value by actively and unemotionally evaluating our client's portfolio and making objective decisions as needed
     
  • We guide you on your journey of life by keeping an eye on all the moving parts and making sure you avoid potential financial pitfalls along the way

 


Listening

We listen to and work with clients to set realistic goals and objectives based on their particular circumstances. We believe every client situation is unique.

 

Keeping a long-term perspective

Our investment approach seeks steady progress towards our clients long-term financial goals.

 

Offering objective independent advice

As an outside professional resource, we add value by actively and unemotionally evaluating our clients' portfolios and making objective decisions as needed.

 

Protecting capital

Of paramount importance to us is protecting our clients' wealth through good and bad markets.

 

Ignoring the daily noise

We ignore the daily media hype and keep focused on the long-term.

 

Tax efficiency

A key aspect to all our decisions is the tax implications now, and down the road.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.