mc financial group brochure

4
“Integrated wealth planning with a focus on active tax management to preserve and enhance the wealth you have created” – MC Financial Group Nav Maharaj First Vice-President Investment Advisor Damian Cenkowski Investment Advisor CIBC Wood Gundy Four Bentall Centre, 1055 Dunsmuir Street Suite 2434, PO Box 49184 Vancouver, BC V7X 1K8 Tel: 604 806-5585 mc[email protected] www.mcnancialgroup.ca

Upload: damian-cenkowski-cfp

Post on 06-Aug-2015

45 views

Category:

Documents


12 download

TRANSCRIPT

Page 1: MC Financial Group Brochure

“Integrated wealth planning with a focus on active tax management to preserve and enhance the wealth you have created”

– MC Financial Group

Nav Maharaj First Vice-President Investment Advisor

Damian Cenkowski Investment Advisor

CIBC Wood GundyFour Bentall Centre, 1055 Dunsmuir Street

Suite 2434, PO Box 49184Vancouver, BC V7X 1K8

Tel: 604 [email protected]

Page 2: MC Financial Group Brochure

About the MC Financial GroupOur team upholds the standards first envisioned by George Wood and James Gundy over a century ago to ensure our name remains synonymous with trust, excellent service and investment expertise.

Our primary goal is to free you from the daily anxiety of managing your wealth so you can focus on what is important to you. We integrate all aspects of your financial affairs by engaging directly with your accountant, lawyer, and banker, and selecting from our own extensive professional network to ensure no detail is missed, no opportunity overlooked.

Nav and Damian bring over 30 years of experience and are committed to delivering a first-class wealth management experience throughout the entire relationship.

* Please view our website for details for more information on our experience, accreditation and

team member profiles.

Page 3: MC Financial Group Brochure

Products and Solutions:

Why Choose Us?A dedicated team of highly experienced advisors

We wrap a dedicated advisory team, with expertise, across multiple financial disciplines, around each client family. Your team is carefully assembled based upon your unique needs.

www.mcfinancialgroup.ca

[email protected]

• Corporate Class

• Proprietary Quantitative portfolios

• Exchange Traded Funds

• Stocks, Bonds, GICs

• High-Interest Savings Accounts

• RRSPs/RRIFs/TFSA

• Individual Pension Plans

• Retirement Compensation Arrangements

• Charitable Giving Accounts

• Insurance

• Alternative Investments / Hedge Funds

• Active tax management program

• Portfolio Management

• Retirement Planning

• Lifetime cash flow

• Charitable gifting

• Wealth Accumulation

• Multi-generational wealth transfer

• Liability and Risk assessment

• Business Transition Planning

• Ongoing due diligence and monitoring

• Wealth Management Roadmap

Key Planning Areas & Services:

Page 4: MC Financial Group Brochure

Please feel free to contact us directly at:

Tel: 604 806-5585

[email protected]

www.mcfinancialgroup.ca

Nav Maharaj and Damian Cenkowski are Investment Advisors with CIBC Wood Gundy. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

MC Financial Group

Cardinal Rule: “Never Pay Tax on Money You Are Not Using.”