Our Approach

At Webster Collins Group, we set ourselves apart by creating custom-tailored portfolios that are carefully designed to match each client’s unique needs, risk tolerance, and investment time horizon. Instead of relying on generic solutions, we thoughtfully select and balance securities for each individual, drawing on our extensive experience and thorough research to act in our clients’ best interests. Our active rebalancing process ensures portfolios remain well-positioned as market conditions change, while our personalized approach fosters lasting partnerships and supports long-term financial success. This commitment to bespoke portfolio management means our clients receive attentive guidance and strategies tailored to help them achieve their specific financial goals.

Tailored Solutions for Your Wealth

What we offer

We begin by listening to you and conducting a comprehensive review to identify the investment solutions that best meet your needs. After assessing your suitability for each investment option, we will tailor your portfolio to optimize your financial health.

Retirement planning

Take advantage of tax-efficient retirement savings vehicles such as Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) to maximize your wealth.

Financial planning

Let us create a financial plan tailored to you and your family helping you stay on track to meet your lifestyle goals.

Education planning

Saving for your child’s post-secondary education can be made simple with a Registered Education Savings Plans (RESPs) and Government grants offered through the Canada Education Savings Grant (CESG).

Legacy planning

We want you to feel at ease knowing your legacy will be taken care of and passed on seamlessly to your loved ones. Our dedicated Estate planning team will help you select the appropriate tools such as Wills, Power of Attorney, Trusts and annuities suitable to preserve your wealth.

Insurance

Sometimes life doesn’t go exactly how we’d like it to, which is why we prefer to prepare for uncertainty. Mitigate risk using our suite of insurance options.

Tax planning

Ultimately all investment choices will have some tax implications, which is why we have a dedicated Wealth Strategist to help you create tax-saving strategies.

Private banking

If you’re looking for an enhanced banking experience, come meet our CIBC Private Banking experts who will provide a unique, personalized experience and flexible lending solutions for all your banking needs.

Trust services

CIBC Trust offers effective tools for tax and legacy planning as well as administration services so you can rest assured knowing your legacy is taken care of.