KUCEY FINANCIAL GROUP
Charles Kucey is an Investment Advisor with CIBC Wood Gundy, and the Branch Manager at the Toronto's Brookfield Place Branch, in the heart of Toronto's financial district. Charles offers his clients over 30 years of wealth management experience, partnered with the strengths and resources of the CIBC group of companies, one of Canada's leading financial institutions.
Andrew Kucey has well over a decade of diverse experience in the financial industry, having started on the CIBC World Markets trading floor in the early 2000s, to working in strategic shareholder advisory and shareholder activism, and to founding and building a successful Canadian based hedge fund. Andrew is a CFA Charterholder and is a member of the Toronto CFA Society. He also attained his Chartered Investment Manager designation (CIM) and is a Fellow of the Canadian Securities Institute (FCSI). Andrew graduated from Queen's University with both a Bachelor of Commerce (Honours) and a Bachelor of Economics. Andrew also completed the Investment Management program at Harvard Business School.
We build our business with a focus on long-term client relationships built upon our core principles: Trust, Integrity and Service. In fact, many relationships with clients have spanned multiple generations. Our knowledge and expertise is supported by a team of top-quality support staff, and the collective resources of the CIBC group of companies. Through our association with CIBC, we have the ability to leverage a variety of products and services to help create a customized, comprehensive wealth management solution tailor made for you. This solution can also include discretionary asset management to free up more of your time to focus on your own non-financial life goals and aspirations.
Working With CIBC Wood Gundy
When we speak with affluent investors, they tell us that they are looking for an Investment Advisor who can do more than simply manage their portfolio. They want to work with a professional who can help them navigate the unique complexities that come with managing wealth, and providing solutions that are tailored to their individual needs. Every investor should work with a qualified investment advisor and a full team of wealth management professionals. We recognize that you require a holistic approach to wealth management; solutions that often go beyond the scope of traditional investment products. Solutions that are available through CIBC Wood Gundy.
When you choose CIBC Wood Gundy, you have access to leading investment professionals, in-depth research and analysis, online tools and resources, and best-in-class investment solutions. We can provide guidance surrounding investment strategies with tax advantages, estate planning and philanthropy — all in the context of your broader financial goals.
Making The Transition To CIBC Wood Gundy
No matter how complex your financial needs may be, we can help you achieve them. To ensure that the transition to CIBC Wood Gundy is made as successfully as possible, we will conduct an initial meeting with you to review your existing financial situation and confirm your goals. We will then present you with a personalized portfolio mix based on your risk tolerance, income requirements, tax considerations and goals.
If your account is with another firm, we will take care of transferring it to CIBC Wood Gundy.
We invite you to review our website and learn more about the services we can offer you. To schedule a free, no-obligation consultation, contact our office.