High Net Worth Families

Generally, this segment is comprised of two types of investors:

• High income earners who are accumulating wealth
• Affluent families who have transitioned into their retirement and need to preserve their wealth and turn their assets into income

Our investment strategies are designed to protect and grow your assets and earn tax efficient income while working and accumulating assets and while transferring assets and drawing income in retirement.

Business Owners and Professionals

Our experience working with business owners and professionals has shown that there is simply not enough time in a day to make the management of their investments a priority. We understand and agree that the most value that business owners and professionals can create for themselves is by focusing on their core business. Therefore, our personal and corporate solutions are built to efficiently execute financial strategies with the support of our influential network of CIBC colleagues and in partnership with your lawyer, accountant and real estate agent.

Foundations, Associations, and Charitable Organizations

Addressing the need of wealth management across all sectors, the Guzzi Advisory Group stands strong in helping these organizations solve key issues in asset management.

We know that:

• A foundation, association, and/or charitable organization's size relative to larger organizations, along with their limited operational budget, can place constraints on their ability to access alternative asset classes and world class investment managers.

• Trustees and Investment Committee Members have a unique set of financial advisory needs and require guidance and education from an Investment Advisor on relevant fiduciary responsibilities, capital markets and financial products.

Understanding these issues:

• The Guzzi Advisory Group will serve as an independent, objective third party council, retained to assist you in managing the overall investment process. The Guzzi Advisory Group is responsible for guiding you through a disciplined and rigorous investment process to enable you to meet your fiduciary responsibilities and the achievement of your organizations investment objectives.

• The Guzzi Advisory Group can access unique and specialized strategies to help these organizations through their exclusive platform called Investment Consulting Service (ICS).

Did you know?

• Fred Guzzi has recently completed the Not-For-Profit Governance Essentials Program offered by the Institute of Corporate Directors and the University of Toronto's Rotman School of Management to further advance his knowledge of the unique challenges facing not-for-profit boards, investment committees and executive management.