A FINANCIAL PLAN THAT IS TRULY PERSONALIZED FOR YOU
Stefan Johnson and his team of investment professionals are dedicated to protecting and maximizing your wealth. Our mission is to develop comprehensive wealth management solutions in order to provide you with peace of mind and more time to enjoy your affluence.
Selecting a wealth advisor is not a decision to be taken lightly, as wealth is a deeply personal topic that touches all facets of life - from family to career, hopes to fears, and goals to needs. The start of any wealth management process is establishing a solid relationship built on communication, education, and trust. Private Wealth Management implies the intensely personal and consultative relationship that we have with our clients. Our integrative approach is client centered and built on a foundation of comprehensive and customized solutions for your complex financial goals. We deliver these custom solutions by leveraging our team of experts within the various CIBC lines of business.
Find out more about our team and who we are here.
WHO WE HELP
Our wealth management plans are specifically designed for high net worth individuals, such as retirees, business owners, or professionals, who possess investable assets with a value greater than $1,000,000. Most of our long term relationships are the result of client referrals from their closest friends and family members, a testament to the confidence our clients have in us and the inherent trust built. We are happy to consult you to determine if and how we can help manage your wealth.
Our clients' common interests with wealth management include:
- To preserve their wealth
- To grow their wealth at the optimal level of risk
- To feel financially secure even during volatile market conditions
- To comfortably retire with their desire lifestyle
- To ensure a legacy exists for those close to them
- To entrust their financial affairs in a fiduciary relationship
- To learn more about their finances and the options that are available
Our Services
Learn more about what we can offer you and your wealth.
Our Approach
Click here to find out more about our integrated approach to wealth management.
