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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

R&R Investment Partners

  • Home
  • Our Approach
    • Who Do We Help Best?
    • Financial Blueprint
    • Worry Free Wealth Management
    • Service and Fees
  • Meet the Team
    • Our Team
    • Our Partners
  • Your Legacy
  • Video Library
  • R&R Report Blog
  • Contact Us
 

Who Do We Help Best?

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Who Do We Help Best?

Randy and Ian answer the question, “What kind of families do we truly work best with?”

 

Randy Yozipovic:

The families we work best with value relationships and personal service. And it's also important to them that they have a comprehensive financial plan. They want all aspects of their financial life to be integrated with the advisory team that they're going to work with.

Ian Munro:

But at the same time, the families we work best with would also rather be doing something else that they love instead of looking at a computer screen all day, thinking about their finances. They want to achieve their financial goals, but they don't want to be involved in the day to day minutia of getting there.

Randy Yozipovic:

So if you think of a financial plan as the foundation of the house or the blueprints and all the financial solutions or products you could use as the building materials, there's a lot of choices and we want to help you navigate them.

Ian Munro:

Yes, all houses use similar building materials, just like all financial plans should incorporate investments, tax reduction, protection or insurance and legacy building. But which materials you use, how much you use and where to use them needs to be specific to your house and your financial plan.

Ian Munro:

At R and R Investment Partners. You only get advice that is right for you and your family and delivered by someone who knows you, your goals and your preferences.

Randy Yozipovic:

Basically, the way we look to operate with our clients is the same way we would want someone to work with our own families if we weren't in the profession ourselves. So, if the families we've described that we help best sound like you, feel free to reach out, we can sit down, see if there's a fit and see if we can help you on your road and your journey.

Randy Yozipovic:

The families we work best with value relationships and personal service. And it's also important to them that they have a comprehensive financial plan. They want all aspects of their financial life to be integrated with the advisory team that they're going to work with.

Ian Munro:

But at the same time, the families we work best with would also rather be doing something else that they love instead of looking at a computer screen all day, thinking about their finances. They want to achieve their financial goals, but they don't want to be involved in the day to day minutia of getting there.

Randy Yozipovic:

So if you think of a financial plan as the foundation of the house or the blueprints and all the financial solutions or products you could use as the building materials, there's a lot of choices and we want to help you navigate them.

Ian Munro:

Yes, all houses use similar building materials, just like all financial plans should incorporate investments, tax reduction, protection or insurance and legacy building. But which materials you use, how much you use and where to use them needs to be specific to your house and your financial plan.

Ian Munro:

At R and R Investment Partners. You only get advice that is right for you and your family and delivered by someone who knows you, your goals and your preferences.

Randy Yozipovic:

Basically, the way we look to operate with our clients is the same way we would want someone to work with our own families if we weren't in the profession ourselves. So, if the families we've described that we help best sound like you, feel free to reach out, we can sit down, see if there's a fit and see if we can help you on your road and your journey.

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The families we work with are successful at wealth building yet still find the process of handling their financial affairs confusing, cumbersome and time consuming.*

  • We work best with busy people who are now looking to simplify their financial life. Often they are looking for a trusted guide to help them so they can focus on other important areas of their life.

  • If this sounds like you, read on.

  • If you appreciate having your name recognized and are looking for personal, friendly service, you will feel at home with us. Our clients want to know what's going on because their wealth matters to them, but they do not want to be bogged down with the day to day details or watch CNBC or BNN all day.

  • We help executives, professionals, business owners, and retirees that are passionate about their interests outside of their investments. They value thoughtful, professional management of their wealth that affords them the time to focus on their passions.

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*To fully benefit from our approach and investment strategies, a minimum of $2 million in investable assets is ideal / recommended.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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