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

Orfei Logullo Financial Group

  • Home
  • About Us
    • Our Team
    • Our Partners
    • CIBC Wood Gundy
  • Solutions
    • Our Investment Philosophy
    • Our Process
    • Our Strategy
    • Our Clients
    • Our Integrated Approach
  • Services
    • Products and Services
    • Financial and Estate Planning
    • Investment Consulting Service
  • Client Resource Centre
    • Blogs
    • Market insights
    • Useful Links
  • Community
  • Contact us

Our Investment Philosophy

Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 897-3714
Email Email us
Email Email
Telephone Number Tel

Our Investment Philosophy


The Orfei Logullo Financial Group believes that integrity and trust are the values which lie at the core of all successful investment processes.  Integrity represents honesty, strong moral principles and operating in the best interest of the client.

In today's ever-changing and volatile investment environment, it is imperative to collaborate with a skilled partner who can not only assist in attaining your financial goals while safeguarding your assets, but also achieve these targets with your best interests in mind.  Trust is the beginning of every financial partnership - a pledge to be dedicated and loyal to you, the client, through good times and bad.

Integrity and Trust combined are the guiding principles that The Orfei Logullo Financial Group adheres to in order to ensure the success of our client's financial future.  Through experience, dedication and collaboration, we will construct, optimize and preserve your wealth to achieve your financial aspirations while building your family legacy.

The Orfei Logullo Financial Group is committed to building relationships based on trust and integrity, and will work with you to find the investment solutions that meet your unique needs.

 
 
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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.