CIBC
Updated 176 days ago
117 Cranbrook Street North Suite 102 Cranbrook BC, V1C 3P8
The Duffy Investment Team provides you with personalized and innovative solutions designed to meet your specific needs. We utilize a disciplined approach to building portfolios by establishing personal investment objectives, time horizons, tolerance for risk, and a systematic regular review process. This allows us to create a custom portfolio with a specific asset allocation to help grow and protect wealth. We are dedicated to ensure your portfolios are both balanced and well-diversified... At CIBC, we're passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange... We are committed to providing information you may find useful in building your business - whether it's who you can trust to manage your investments, or the latest tax insights for your clients. We appreciate our business relationship, and would like to continue to provide you with information, which may include e-newsletters, event..
Also known as: Duffy Investment Team