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 Friedman Investment Group, Value Beyond Returns

Friedman Investment Group

Value Beyond Returns

  • Home
  • Our blog
  • Principles
    • Our principles
    • Our philosophy
    • How Alan invests his money
    • Our pledge to clients
    • Testimonials
  • Range of services
    • Our services
    • Research
    • Alternate Viewpoints
    • Calculators
  • Meet the team
  • Books and videos
  • Contact us

Our services

Our services

“It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

-Robert Kiyosaki

 

Representing more than 100 years of experience, The Friedman Investment Group is uniquely qualified to help you increase your wealth, while protecting your capital; so you have the freedom to live your life.

The more we know, the better we can serve you. Understanding your tax position, whether or not your family is properly protected financially and even meeting your beneficiaries helps us help you. But planning and saving for retirement is just the first step

Protecting the legacy you leave requires and deserves every bit as much of your attention. After all, what you leave, to whom you leave it and how it’s left certainly account for some of the reasons you started to save in the first place: To make sure your loved ones are well taken care of; and to also ensure that they can avoid both the stress and the burden of having to deal with any confusion.

In addition to our team expertise at Friedman Investment Group, you also have access to a team of experts who provide a full range of wealth planning services through:

  • the specialists available through our partners at the CIBC group of companies, and the
  • outside experts who are extended members of our team

So if you do need or want help with any of these services,we can facilitate and refer you to specialists in estate planning, specialized comprehensive financial planning for high net worth investors, guidance in tax issues, private banking and estate and trust lawyers.

A well-thought-through estate plan, for example, takes into consideration whether or not you should appoint a trustee, the most advantageous way to make lasting charitable contributions, and how including life insurance can minimize the tax impact of receiving an inheritance.

If you’re a business owner, transition planning is every bit as critical as growing your business was in the first place. You want to ensure that the sale or transition of your business is structured in a way that maximizes its worth, or that you have ample time to think about a rightful successor if that’s your preferred route. And we have professionals who specialize in this area, and can advise on every step you have to take — a highly-valued service Friedman Investment Group clients can access as part of our relationship.

You also have some choices in how we work together — we can involve you in every buy-sell transaction or, if you prefer, you can give us discretion to manage your portfolio — once we have set your objectives and have agreed upon some limits. It’s up to you.

As for the cost of doing business with Friedman Investment Group, our preference is to charge a portfolio management fee that’s based on the value of your invested assets, excluding cash. So we do well when you do well. We understand that fees matter.

Keep Costs Low:

Net growth of $1 million

Over long time periods high costs can drag down wealth accumulation in a portfolio. Costs to consider include: Management fees, Fund expenses and Taxes

Chart illustrating that over 30 years 1% fee yields roughly twice as much return as 3% fee

 

 

Products and services we are pleased to offer you:

 

Financial Planning  •  Tax Minimization  •  Strategies  •  Insurance Solutions
Estate Planning  •  Business Transition Planning  •  Fee-Based Portfolio Solutions  •  Charitable Giving Programs
Retirement Compensation Arrangements  •  Individual Pension Plans  •  Registered Plans  •  Tax-Free Savings Accounts
Stocks  •  Bonds  •  Mutual Funds  •  GICs  •  Options  •  Alternate Investments

 

Visit CIBC for more detailed information

 

a team of three     a team of three   

@AlanFriedmanWG

 
 
 
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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.