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Nemeth Investment Group

  • Home
  • About Us
    • Our Story
    • Our Team
    • Our Process
    • Our Philosophy
    • FAQ's
  • Services
    • All Services
    • Advisor Managed Account (AMA)
    • Investment Consulting Service (ICS)
    • Custom Accounts (CA)
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    • All Portfolios
    • Delaware Income Portfolio
    • Delaware Global Growth Portfolio
    • Delaware Strategic Balanced
    • Performance Results
  • Contact us

Custom Accounts (CA)

Get in touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Contact us

Get in touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Contact us

Custom Accounts (CA)

Manage your account with one-to-one coaching

Custom accounts are for clients who already have holdings, mutual funds, and high-quality securities, and would like to participate in the management of their investments. Richard has extensive knowledge of individual securities and portfolio construction. This cost-effective strategy combines nicely with the risk portfolio of the Advisor Managed Account and the Investment Consulting Service. Receive expert insight on your investments from Richard and the team.

 

 

Other benefits of the custom account include

- Ability to manage your investments together with Richard, who has over 37 years of industry specific experience

- Learn how to construct your own portfolio

- Cost-effective fee structures

 

Download our "one-pager" fact sheet

Nemeth Investment Group One Pager
 

 

To Lean More


Book an Appointment

Call: (519) 640-7740

   Next: Meet our team 

 
Couple reviewing tax strategies

Finish the year strong: Top five tax strategies to preserve and transfer wealth

CIBC Private Wealth

November 24, 2025

Strategic year-end planning can make a lasting difference. Discover how these tax strategies can help grow your wealth.

Read more Read more about Finish the year strong: Top five tax strategies to preserve and transfer wealth
 
<p>*As of October, 1, 2025, and is subject to change.&nbsp;</p> <p>&nbsp;</p> <p>This document is intended to provide general information and should not be construed as financial, legal, tax or other advice. Individual circumstances and current events are critical to sound planning; anyone wishing to act on the information presented should consult with his or her financial, legal, or tax advisor.&nbsp;</p> <p>&nbsp;</p> <p>This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change.&nbsp;</p> <p>&nbsp;</p> <p>CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (&ldquo;CAM&rdquo;); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (&ldquo;WMI&rdquo;). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (&ldquo;ISI&rdquo;), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. 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. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.&nbsp;</p> <p>&nbsp;</p> <p>If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.&nbsp;</p>

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255 Queens Avenue Suite 2200

London

ON

N6A 5R8
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.