'' I LISTEN TO WHAT YOU WANT FOR
YOUR FUTURE, THEN TOGETHER WE
CREATE A PLAN TO HELP
YOU GET THERE ''
Your relationship with Di Stefano Financial Group can be tailored and structured in various ways depending on the degree of participation you want in the day-to-day management of your portfolio. With long term goals, proper planning and guidance, we can put together the exact type of portfolio management that fits you best. Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs.
Discretionary management
Many of our clients, for different reasons, choose to invest their assets through our discretionary portfolio management offering. Discretionary portfolios are diversified and actively managed, and are designed to optimize returns for a diverse range of investor profiles, from conservative to more aggressive. Day-to-day decision making will rest with us, your portfolio management team. Discretionary portfolio managers are required to meet higher standards and act as trustees of their clients. At CIBC Wood Gundy, we have the highest idea of our fiduciary duty and adhere to a strict code of ethics to always serve the best interests of our clients. When we implement our management process we provide regular reporting and direct lines of access to your portfolio management team. As your needs and goals change, we update your portfolio. This way you can be sure that our investment management decisions are directly aligned with your goals. You will enjoy the peace of mind of knowing that your portfolio is managed by experienced and knowledgeable professionals who are able to focus on what matters most to you.
