Barbu Investment Group: Welcome Video
Introduction:
Hello and welcome to the Barbu Investment Group, a private wealth management team within CIBC Wood Gundy.
At the Barbu Investment Group, we take an customized approach to your wealth management.
Team:
We work as a collaborative group to provide our clients exceptional service
The team is led by, Nick Barbu, Senior Investment Advisor
And myself, Vanessa Barbu, Senior Associate Investment Advisor
Along with our other valuable team members
Our Approach:
We implement a holistic approach to wealth management by developing an in-depth understanding of the client’s financial situation and objectives.
We deliver comprehensive solutions by taking full advantage of a the experience our team offers, along with a team of experts, and resources, we have exclusive access to.
This allows our clients to benefit from customized wealth management strategies that align with their financial situation and objectives.
Some of our service offerings include but are not limited to:
Investment Management
Wealth and Estate Planning
Tax Planning Strategies
Insurance Planning Needs
And Trusteeship Services
Conclusion:
Simplifying our client’s wealth through strong wealth management strategies is what we aim to do.
At the Barbu Investment Group, our clients have valued our transparent fees, collaborative approach and exceptional service for over 30 years.
We look forward to being in touch with you.