Personal Profile

A New Approach for Established Investors

Ryan Taves, CFP, CIM®, FCSI tailors his expertise to a group of individuals who require comprehensive wealth management. This particular group appreciates their fee-based management model, which is designed to ensure potential conflicts of interest are negated, and that their Investment Advisor is totally focused on helping them achieve their investment goals. By combining high-quality investments and a direct, personal relationship, Ryan is able to offer his clients an alternative to standard investment practices.

Utilizing the vast resources of CIBC Wood Gundy, Ryan provides expertise and guidance to a select group of investors who are committed to our wealth management philosophies, those who focus on the merits of long-term, goal- oriented planning, and that have reached an investment milestone of $250,000 or more.

This milestone warrants not only high-quality investments and direct service, but a payment structure that ensures your investment management fees are based on your assets, not your account activity.

Our Service Commitment:

Our priority is to help you realize your investment goals by assisting you in making informed financial decisions and to provide the highest standard of personal service in the industry.

We Believe:

...formulating a long-term investment strategy aligned to both your objectives and tolerance for risk is paramount to success. Understanding your needs in this capacity enables us to help you establish a plan to achieve your financial goals.

...circumstances change over time, and meeting on a regular basis to review your portfolio and make any necessary modifications will maximize the likelihood of achievement. Our goal is to ensure that clients' objectives are continually met.

...proper investment management requires striking the delicate balance between risk and reward, determining a proper asset allocation, and addressing tax considerations. These are all crucial factors that must be attended to if your investments are to provide you with a secure future.

Other services include: quarterly client meetings, portfolio valuation and commentary, comprehensive financial plans, estate planning and insurance.

Where We Can Help:

Ryan has been involved in the financial services industry since 1988, providing financial solutions for his clients. Before becoming an Investment Advisor at CIBC Wood Gundy, he was an Investment Specialist at CIBC Financial Planning Inc. Prior to that, he worked for a nationally-recognized financial planning firm where he gained valuable investment advisory experience to complement his background in the insurance industry.