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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Martella Group

  • Home
  • About us
  • Services
    • Wealth Management and Investment Planning
    • Risk Management, Insurance and Estate Planning
    • Tax Minimization Strategy
    • Corporate Efficiency Planning
    • Industry Specific Collaboration
  • Our Clients
    • Medical & Dental
    • Professionals
    • Entrepreneurs
  • Market insights
  • Upcoming Events
  • Contact us
 

Wealth Management and Investment Planning

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Wealth Management and Investment Planning

Most clients focus on investment returns and rightfully so. After all, this is where and how money grows. However, investments and investment portfolio composition are based on your current financial situation, and most importantly, risk tolerance. I completely understand and I’m sympathetic to the emotional aspect of investments, however, being anxious and over dissecting and analyzing investments is mostly counterproductive. Staying focused on your short and long-term investment objectives will help you remain disciplined and reward you with your desired outcome. I help build a unique and prudent investment philosophy based on your objectives and risk tolerance that is regularly monitored and systematically rebalanced to ensure that the portfolio composition doesn’t stray from its original goal. Once implemented, your portfolio is constructed to weather market ups and downs, economic changes and allows for full flexibility when opportunities arise.

 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.