Who we help
We serve a wide range of clients at multiple stages in wealth creation from growth, income withdrawal or preservation. Every one of our clients is unique, i.e. circumstances, background, values, risk, goals or time horizon.
We are focused on a thoughtful and goal based asset allocation with emphasis on diversification across asset classes, geographical allocation and a complementary blend between value and growth with a balance in quality companies from small to large-cap. To fully benefit from this approach we recommend a $500,000 minimum investable assets.
Clients we attract fit below profile:
- Seeking a balanced life & desire to partner with a trusted advisor.
- Business owners
- Affluent Families
- Individuals within 5-10 years of retirement.
- Professionals e.g (Accountants, Doctors, Dentists, Lawyers).
- High earning young professionals & families accumulating wealth.
In addition, we partner with institutional clients such as foundations, trusts, corporations and Non-profit organizations.
Our Promise
Building strong relationships is the heart of everything we do. Our mandate is to help clients benefit from CIBC's strength as one of Canada's largest financial services organizations, through close relationships with key personnel and senior decision-makers, in addition to an influential business network of centers of influence (COI's) we've nurtured outside CIBC. We're committed to making your experience working with us rewarding as it can be, providing ongoing trusted advice to which you can expect:
- Learn your current needs and goals and provide a financial plan based on what is important to you, regardless of how complex or sophisticated these may be.
- Help you understand your existing situation, holdings and compare to your circumstances for a transparent and accountable relationship.
- We’ll help you understand and become comfortable with your risk level and investment options while we also commit to offer unbiased advice with no limitations to what we recommend.
- You can enjoy peace of mind knowing your investments are being professionally managed to optimize capital preservation and growth through a disciplined, independent and active customized institutional process.
- We understand fees matter and will provide a simple and straightforward structure with transparency, flexibility & minimization.
- We will manage risk through our active and diversified Separately Managed Accounts(SMA's) strategies when selecting asset allocation.
- We provide personalized and continual reporting, review and communication service.
- Always available to you when you need us- a phone call away or email response with maximum 24 hour limit.
It is about building relationships for life: As we work together, you may find different needs arise, a new goal surfaces or your circumstances change. When this happens, it is in your best interest to let us know, so we have the most current understanding of your needs ensuring we're able to do the best job possible.
