Our team does not just manage money - we manage lifestyles. We know and understand that our clients have put in a lifetime of effort to accumulate what they have today. Our job is not only to grow those assets but to protect their lifetime of hard work.
We believe that in order to achieve this, the development of a financial plan is key. The approach we take is a philosophy centered on fundamental principles of diversification, asset allocation and selecting quality investments products. In addition, tax considerations and estate planning are essential elements of the plan that we strive to create.
Many of our clients have been with us from the beginning, and we are now providing service to the next generation. The foundation to our client relationships and the success that we have together is the standard of client service that we provide. We are confident that it sets us apart from other Investment Advisors.
Our team is conscious of being environmentally responsible. We are happy to be able to offer print suppression of statements as one of the ways our clients can reduce their carbon footprint, while accessing their account statements sooner. If you would like to learn how you can view your accounts online or would like to learn more about CIBC's environmental commitment or have questions about print suppression, please call the office.
Please take time to explore our website to learn more about the services our team can provide to you. Please feel free to contact us for a complimentary portfolio review.
If you are already a client and know of someone who could benefit from our services, please share our information.
