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"We ensure your hard-earned money works as diligently for you as you do for it."

 

Wealth management is not about what you do, but how you do it. Here at CIBC Wood Gundy, our foundational principles are crafted with unwavering commitment to long-term success:​​​​​​

 

1. We work with our clients to understand their need to save and invest for the long-term, and then we develop the right strategies to help them get there.

 

2. Long-term investment strategies enable our clients to generate consistent, stable returns regardless of day-to-day market activity.

 

3. Our long-term approach to investment is to ensure we keep as much of our clients money working for them. This includes monitoring tax efficiency and fees. 

 

4. We look for long-term growth for our clients. We believe that short-term markets provide investment opportunities, but we refrain from attempting to predict short-term market fluctuations or price movements.

 

 

We reinforce this foundation through the investment principles that guide our decisions and strategy:

 

1. Understanding your goals: Understanding your financial goals, needs, and risk tolerance are at the forefront of our process before making any recommendation.

 

2. Patience: Short-term fluctuations in the market are normal.We avoid trying to time the market and instead focus on making steady investments over an extended period of time to ensure smooth return patterns.

 

3. Diversification: Spreading investments across different asset classes and markets can reduce your risk substantially. Don't let home-country bias take control of your portfolio.

 

4. Consistent evaluation: We regularly review portfolio performance and make adjustments as necessary. We analyze client portfolios on a quarterly, semi, or annual basis.

 

5. Discipline: Stay disciplined and avoid emotional reactions to market movements. Staying invested for the long-term can help maximize returns.

 

6. Openness: We are committed to being available to you in a timely manner whenever you have questions or concerns.

A word from Nicholas Sirizzotti

 

My ultimate goal is to help you achieve your ambitions to live your best life. I understand that financial success is not just about numbers and investments - it's about you and your unique values, priorities, and goals.

 

By taking an all-encompassing approach to wealth management, I get to know you and understand what is truly important to you.

 

But my approach goes beyond just financial planning. I believe that financial success is just one piece of the puzzle. That is why I take into account your personal values and lifestyle preference when creating your own individual plan. By considering your overall well-being, I can help you achieve financial success while also maintaining a balanced and fulfilling life.

 

I am here to be your partner in achieving your financial goals. Whether you have questions, concerns, or simply want to chat, I'm always here to listen and help guide you along the way. Together, we can ensure your hard-earned money works as diligently for you as you do for it.