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Richard Nemeth, Portfolio Manager with CIBC Wood Gundy, has over 30 years of experience managing wealth and is able to provide clients with comprehensive money management services.

Investment Philosophy

Your advisor is someone who listens to your financial goals as well as your life goals and sets you on the path to meeting them, while considering your family and personal values. These non-financial aspects of a wealth management plan are just as important as the numbers. Your advisor proactively works with you to introduce new strategies to improve performance, mitigate risk, save on taxes and simplify your estate. With 40 years of combined investment experience, Nemeth Investment Group has created a disciplined wealth management process to do just that. They stress a long-term approach to investing and are dedicated to providing high-quality customer service, which includes face-to-face meetings, regular correspondence and information sessions. They provide you with a comfortable asset mix to maximize performance while minimizing risk, and to maneuver within your objectives while taking advantage of market fluctuations. Nemeth Investment Group works directly with your accountants, lawyers and other professionals to give you a streamlined, worry-free investment experience to meet your goals. I am committed to helping you achieve all your financial goals by providing you with innovative solutions designed to meet your specific needs.

• Portfolio management
• Tax-efficient investing
• Retirement and estate planning
• Business succession planning
• Portfolios designed to provide income