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Barbu Wealth Management

  • Home
  • Who We Are
    • Our Team
    • Our Difference
    • Our Process
  • Who We Serve
    • Individuals & Families
    • Professionals
    • Business Owners
    • Institutional Investors
  • Wealth Management
  • Contact Us

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Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5321
Email Email us
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Telephone Number Tel

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.

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.

Back to Video
 

Your Aspirations are Unique

 

At Barbu Wealth Management, we specialize in the wealth management needs of individuals, families, professionals, business owners, and institutional clients.


We work with you to transform your financial objectives and complexities into comprehensive strategies as we help you navigate your wealth’s purpose.

 

Contact us

Address

Barbu Wealth Management Address
150 Caroline Street South
3rd Floor,
Waterloo, ON N2L 0A5
Telephone number: (519) 883-5321
Fax: (519) 888-6887
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.