Guido Di Cesare H.B.A., CFP

I am passionate about helping clients achieve their financial goals. I take the time to listen to you and to understand your unique goals and circumstances.  Drawing on these frank discussions, strategies are crafted that deliver measurable benefits to you.  A disciplined execution and on-going review and adjustment of this strategy plan is critical to achieving success.  Let's get started on developing this one to one working relationship.

My Business Beliefs

I believe clients are entitled to a one to one relationship with a trusted advisor.

Expertise, experience, objectivity, independent thinking and diligence are qualities an advisor must possess to earn your trust.  An advisor should care about you.  An advisor should listen.  You deserve a continuous relationship with your trusted advisor. This relationship should be backed by the resources and financial strength of a major financial institution.

I believe in customized solutions.

The wealth management process is consistently applied to each client, but as no two individuals or organizations are alike, no two solutions may be alike.  Your unique goals and circumstances are assessed to craft strategies that deliver measurable benefits to you.  The result is a high level of personal service and the peace of mind that comes from knowing that your needs are being well attended to.

I believe in the wealth management process.

In my opinion performance follows process.  I adhere to a wealth management process.  A disciplined execution of this process is key.  Discipline is critical in a dynamic environment where subtle changes can have dramatic consequences over time.

Biography

Guido Di Cesare is an Investment Advisor with CIBC Wood Gundy, located in Hamilton Ontario.  Guido specializes in and partners with successful individuals and organizations to help them manage their assets.

Guido has been in the investment industry for over 12 years.  He has been accredited with the Certified Financial Planner designation by the Financial Planners Standards Council in recognition of his financial planning experience and tested knowledge.  Prior to entering the investment industry, Guido established a career in the commercial real estate industry.  Guido graduated with an Honours degree in Business Administration from the Richard Ivey School of Business at the University of Western Ontario in 1989.

Guido and his wife are proud parents of a son and a daughter.  He loves the outdoors, is a runner, and plays team sports.  Guido contributes time as a volunteer to local charities.