Robert Christopher

Robert Christopher: Offering You Holistic Wealth Management Solutions

I provide a holistic approach to wealth management, helping ensure that every aspect of your financial life is harmonized towards achieving your long-term goals.

My focus extends beyond just return on investment; I strive to enhance your return on life by aligning your financial plan with the life you aspire to live. Through goal-setting and diligent planning, my clients can take comfort that they’re taking only the risks necessary to achieve their objectives.

For long-term investors this is best achieved through a well-diversified portfolio approach. Portfolios are constructed based on several important tenets:

Market Efficiency - we believe that markets are generally efficient, but there are opportunities for skilled investors to add value through active management.
Long-Term Focus - we prioritize long-term investment horizons over short-term gains, believing that patience and discipline are key to achieving sustainable returns.
Diversification - essential to managing risk and achieving consistent returns across different market conditions.
Sustainability - we believe that incorporating environmental, social, and governance (ESG) factors into our investment process can enhance returns and reduce risks.

Depending on individual circumstances a portfolio may consist of a variety of specialized investment options:

A-class and F-class mutual funds
Individual equities and bonds
GICs, High Interest Savings Accounts
Structured Notes
Separately Managed Accounts (SMAs)
Exchange Traded Funds (ETFs)
Private Equity investments
Private Real Estate investments

To schedule a meeting, request a "second opinion" on your investment portfolio or a review of your current financial plan, please email me at robert.christopher@cibc.com.