Usher Wealth Management
Toll Free: +1 (888) 801-3335
Fax: (613) 271-1509
Dean E. Usher
Usher Wealth Management of CIBC Wood Gundy is built around a team of dedicated investment professionals. Our team of specialists seeks to deliver clients two critical requirements: intelligent and prudent investment advice with an unparalleled level of client service.
Our goal is to provide clients with the most comprehensive suite of services available. We have assembled a team of specialists that are committed to consistently delivering our model and are prepared to push beyond clients' expectations to ensure they are fulfilled.
From Financial Planning to Asset Management; Risk Planning to Estate Solutions; Tax Minimization to Business Planning advice, our group has been developed to address every foreseeable concern from an investment standpoint. As well, we work closely with other professionals so any client concern that may fall outside our resident expertise will be referred to the most capable specialist in the necessary field.
Our investment policy is based on a long-term, process driven and disciplined approach. Each client is evaluated in terms of his or her own personal goals and risk tolerances and a portfolio is constructed to meet those specific needs. We strive to offer our clients the greatest rate of return with the lowest level of risk through research, analysis, and diversification.
We recognize that wealth and asset management is only a portion of our clients concerns; however one that is significant enough to interrupt the quality of the rest of their lives. Our mission is to ensure our clients enjoy the most fulfilling life.