Grace Lutfy Investment Group
Toll Free: +1 (888) 847-6300
Fax: (514) 847-6397
Grace Lutfy has been awarded membership into the Chairman's Council, CIBC Wood Gundy's highest recognition, limited for an elite group of Investment Advisors.
A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.
As a CIBC Wood Gundy Investment Advisor, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Capitalizing on the strengths of CIBC, I have access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.
Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, I can help meet all aspects of your financial situation throughout your lifetime.
We focus on liberating clients from the management of their wealth and help them achieve what matters to them.
We think it is important for prospective clients to understand our beliefs and values, so they can determine if we are the right fit.
1. We manage clients' portfolios according to the personal goals they want to achieve, not simply using a generic market index.
2. We manage risk first, then returns.
3. We avoid fads and complexity.
4. We manage client emotions as much as the individual investments.
5. We maintain a high level of personal contact with all of clients.