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[On screen: The CIBC logo is positioned in the upper left corner against a deep, uniform maroon background. Next to it, the text reads "CIBC Private Wealth." Below this, the slide presents the text "R&R Investment Partners" and the title of the presentation "Simplifying your life." ]

 

[music]

 

[On screen: To the right is Randy Yozipovic, Senior Wealth Advisor, Portfolio Manager. He has shoulder-length wavy hair and a beard, wearing a dark suit and a light gray shirt. He is seated and appears relaxed, with one arm resting on his thigh.

To the left is Ian Munro, also a Senior Wealth Advisor, Portfolio Manager. He has short hair, a neatly trimmed beard, and is wearing a dark suit with a white shirt. His arms are folded, and he has a serious expression, looking directly at the camera.

They are both in an office with a panoramic view of the city through floor-to-ceiling windows behind them. ]

 

IAN: Our mission, the reason we come to work every day is simple. We want to simplify your life so you can do what you really love.

 

[Image on screen: A group of six people embraces on a wooden dock, facing a tranquil lake at sunset. Behind them, the sun dips behind a mountain range, casting a warm glow over the peaceful, rural setting. ]

 

RANDY: For some people, they love their profession and want to keep working. For others, it's running their business and for others yet, they'd rather play or pursue hobbies. Some of you, on the other hand, want the freedom and time to be grandparents, to take care of your aging parents, or to give to a meaningful charitable cause.

 

IAN: Whatever your true love, our aim is to help consolidate your financial priorities so you can focus on those other passions.

 

RANDY: One of the main ways we accomplish this is by helping you establish a comprehensive financial plan that combines your most important goals, then integrates investment, tax, wealth protection, and legacy altogether under one roof.

 

IAN: Behind the scenes, our team is here to serve you whether you need access to your money for a new car, a gift for your children, or a much needed vacation.

 

RANDY: Our team truly prides itself on being proactive. We're committed to learning about your needs, paying attention to your portfolio, and then reaching out to you when circumstances necessitate, as opposed to waiting until you come to us.

IAN: Every day, the families we serve let us know the peace of mind that they've received from working with us has allowed them to live meaningful lives free from financial complications. We are glad to play a small part and are very grateful and thankful for your trust.

 

[music]

 

[On screen: The CIBC logo is positioned in the upper left corner against a deep, uniform maroon background. Next to it, the text reads "CIBC Private Wealth." Below this, the slide presents the text "R&R Investment Partners" and www.rrip.ca. ]

 

[On screen: A disclaimer slide with a maroon background. White text reads, "This video is provided for general informational purposes only and does not constitute financial, investment, tax, insurance, legal or accounting advice, nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this video should consult with his or her advisor. All opinions and estimates expressed in this video are as of the date of publication unless otherwise indicated, and are subject to change."

At the bottom of the slide, in smaller text, it states, "®The CIBC logo is a registered trademark of CIBC, used under license. The material and/or its contents may not be reproduced without the express written consent of CIBC." ]