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My Investment Philosophy

My strategy is to ensure all clients have a solid and comprehensive financial plan, as this is the corner stone to your financial well-being. I work closely with you and your family along with your other advisors to understand what’s important to you. This allows us to build a financial plan for your family to achieve your goals and family legacy.

 

To accomplish this, I recommend a variety of money managers that pick the individual stocks that make up your portfolio.

 

Our selection of money managers make investment decisions on the stocks that are held in portfolios based on the fundamental analysis of individual companies. They do not attempt to time the market. Specific managers are selected to ensure portfolios are diversified by sector, geography and investment style.

 

Products and services:

• Charitable giving
• Fee-based accounts
• Professional investment management services
• Tax-free savings account (TFSA)
• Estate planning services through our specialist
• Financial planning services through our specialist
• Registered Retirement Income Funds (RRIFs) / Registered Retirement Savings Plans (RRSPs)
• Insurance services

 

Our integrated wealth management approach:

At CIBC Private Wealth, every element of our integrated wealth management approach is designed to support your goals. Our integrated approach is built around four key pillars. It all starts with understanding you and your goals, which are supported by our customized services and expert guidance to keep you moving forward. In addition to flexible investment solutions, we offer tailored banking and trust services, strategies to safeguard your wealth and transition planning when you need it.