Home

Empower Your Financial Future

 

At Persaud Wealth Management, we're committed to empowering your financial future by developing strategic wealth plans that go beyond numbers; we aim to uncover your personal 'why'—the intrinsic motivation that drives your financial goals.

 

We dedicate ourselves to understanding your family’s goals, priorities, and future aspirations. Together, we explore your investment preferences and carefully consider your risk tolerance, specific objectives and financial needs.

 

As a part of CIBC Wood Gundy, we are able to utilize advice from trust and estate, tax and private banking professionals. This collaborative approach allows us to create a tailored financial plan that guides the management of your portfolio.

 

Solutions to Oversee your Wealth

 

Obtain a blueprint of your future with the utilization of a customized roadmap; designed to provide peace of mind.

 

• Learning – Our process starts with a thorough understanding of you­ - your priorities, plans, future goals & the reasons behind them.

 

• Curating – We develop a strategy by harnessing the wealth of information and resources at our disposal.

 

• Execution – We craft an optimal mix of securities tailed to your requirements, risk tolerance, and investment horizon, with the goal of maximizing your returns. A dedicated consultant and oversight team continually monitor our portfolio managers to ensure they consistently provide outstanding service and expertise.

 

• Pursue – We actively pursue this by maintaining regular communication and monitoring of your profile. We conduct quarterly portfolio reviews that include an analysis of your current asset allocation, performance relative to market indices, and a detailed statement of your positions and investment holdings.