[On screen: The CIBC logo is positioned in the upper left corner against a deep, uniform red background. Next to it, the text reads "CIBC Private Wealth." Below this, the slide presents the text "R&R Investment Partners" and the title of the presentation "Who do we help best?" ]

 

[music]

 

[On screen: To the right is Randy Yozipovic, Senior Wealth Advisor, Portfolio Manager. He has shoulder-length wavy hair and a beard, wearing a dark suit and a light gray shirt. He is seated and appears relaxed, with one arm resting on his thigh.

To the left is Ian Munro, also a Senior Wealth Advisor, Portfolio Manager. He has short hair, a neatly trimmed beard, and is wearing a dark suit with a white shirt.]

 

RANDY YOZIPOVIC: The families we work best with value relationships and personal service, and it's also important to them that they have a comprehensive financial plan. They want all aspects of their financial life to be integrated with the advisory team that they're going to work with.

 

IAN MUNRO: But at the same time, the families we work best with would also rather be doing something else that they love instead of looking at a computer screen all day thinking about their finances. They want to achieve their financial goals, but they don't want to be involved in the day-to-day minutiae of getting there.

 

RANDY: If you think of a financial plan as the foundation of the house or the blueprints and all the financial solutions or products you could use as the building materials, there's a lot of choices, and we want to help you navigate them.

 

[Image on screen: A new house under construction with exposed wooden framing against a clear blue sky. ]

 

IAN: Yes, all houses use similar building materials, just like all financial plans should incorporate investments, tax reduction, protection or insurance, and legacy building, but which materials you use, how much you use, and where to use them needs to be specific to your house and your financial plan. At R&R Investment Partners, you only get advice that is right for you and your family and delivered by someone who knows you, your goals, and your preferences.

 

[On screen: A circular chart titled "R&R Investment Partners' Wealth Management Process," divided into six segments like a pie. Each segment represents a step in the process. Starting from the top and moving clockwise, the segments are labeled: 1. Analysis, 2. Develop Goal-Driven Investment Strategies, 3. Investment Strategies, 4. Integrate Tax and Estate Strategies, 5. Communication, and 6. Rebalancing or Readjustment. The color scheme alternates between shades of grey and blue, and each segment is numbered, indicating a sequential process designed to create a comprehensive financial plan. This visual is a methodical approach to managing wealth, suggesting a structured, step-by-step advisory service tailored to individual needs and goals. ]

 

RANDY: Basically, the way we look to operate with our clients is the same way we would want someone to work with our own families if we weren't in the profession ourselves. If the families we've described that we help best sound like you, feel free to reach out, we can sit down, see if there's a fit, and see if we can help you on your road and your journey.

 

[music]

 

[On screen: The CIBC logo is positioned in the upper left corner against a deep, uniform red background. Next to it, the text reads "CIBC Private Wealth." Below this, the slide presents the text "R&R Investment Partners" and www.rrip.ca. ]

 

[On screen: A disclaimer slide with a red background. White text reads, "This video is provided for general informational purposes only and does not constitute financial, investment, tax, insurance, legal or accounting advice, nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this video should consult with his or her advisor. All opinions and estimates expressed in this video are as of the date of publication unless otherwise indicated, and are subject to change."

At the bottom of the slide, in smaller text, it states, "®The CIBC logo is a registered trademark of CIBC, used under license. The material and/or its contents may not be reproduced without the express written consent of CIBC." ]