Creating Customized Solutions
As a CIBC Wood Gundy Wealth Management Group, Kucey Financial can offer everything you need to build a well-rounded investment portfolio, including customized financial solutions and strategies designed for your specific needs and situations.
We believe that every client is an individual, which is why we take the time to listen. We want to understand your unique needs and your unique goals. We don't believe in a one-size-fits-all model, but rather a customized investment solution built around a long-term outlook and life goals.
We can offer a full complement of investment strategies, designed to meet your unique goals. We can also work with strategic partners, such as tax planning specialists, business transition consultants, and an estate planning specialist. Whether your goals include growing your assets, preserving your capital or adding exposure to non-traditional asset classes, we can offer you the products, expertise and resources needed to achieve them.
What We Believe In – Full Disclosure and Open, Honest Communication
Our ultimate success depends upon yours, so it's no wonder that we put advice at the very heart of our relationship with you.
It takes knowledge, experience, skill, research, analysis, understanding, dedication, discipline, patience, prudence and fortitude. It requires strategic acumen, ongoing review, re-evaluation and maintenance. This is the very reason why we also believe that every investor should seek out the expertise of qualified Investment Advisors and other wealth management professionals -- even if it's for a second opinion.
A good Investment Advisor is a good listener. Someone who truly understands what your goals are and delivers what you need to get there -- whether you're already wealthy or just starting out.
Our core beliefs
- We believe in taking the time to listen to you.
- We begin by understanding your needs and objectives, and clarifying them where necessary.
- We believe it's important for you to know exactly what you're paying in terms of investment fees and expenses.
- We will make sure that you understand any associated costs before implementing a solution.