Girard, Pilkey & Associates Wealth Management
Looking at the Whole Picture...
The term wealth management has become ubiquitous in today's investment industry; so much so that it has lost most of its true meaning. Wealth management, however, in its true form, is simply intended to help clients make the most efficient use of their financial resources (so that they can accomplish their personal goals and objectives). In other words, the goal of the wealth manager is to help clients grow their wealth by minimizing taxes, managing cash flow, investing savings in an institutional-quality manner (not selling product or investment "ideas") and maximizing eventual estate value.
Girard, Pilkey & Associates Wealth Management brings together the resources of CIBC with the education and experience of its team of professionals to provide sophisticated true wealth management to its select clients.
The result is a comprehensive wealth management plan that drives the customized asset allocation for your portfolio and identifies areas of your life that good planning can help with — from education funding and retirement income planning to charitable giving, estate planning and beyond. Together, we simplify the complexities of wealth and plan a clear path to maximizing long-term financial success.