How we protect our clients

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People ask us:

How do you make money for your clients?
How do you manage their portfolios?
What value do you provide?

In 20 plus years of experience the answer is:

"We protect our clients from the fads, the products, the media and, most importantly, the behaviours that can imperil their wealth."

The Biggest Risk People Face With Their Money is Not Markets

The biggest risks are:

Other investors
Their own emotions: Allowing short-term capital markets to drive investment decisions
The investment industry: Information overload & the complex financial products
Inflation & taxes: Real returns to protect your purchasing power

Why protect?

We have found that it is more important to keep the capital people have entrusted with us than to take undue risk, and experience permanent loss of client's life savings.

In a world full of uncertainty, is it time to take control of your financial situation, with an experience team?
Contact The Sreih Group to start the journey to realistic increased confidence.

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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.