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Achieving your goals

Photo of Uliana Tomiuk

Uliana Tomiuk

Vice President


“We aim to provide exemplary service as we work closely with clients to help them achieve their financial goals.”

At CC&L Private Capital, we have a time-tested process for helping all our clients achieve their financial goals, which we can customize to suit your unique needs and circumstances.

We will listen to you to clearly understand your unique objectives and preferences—such as your liquidity requirements and tolerance for volatility—so that we can create a personalized and flexible investment plan capable of responding to changing market conditions and your changing needs.

We will take time to develop a forecast outlining your current and future financial requirements, which will be invaluable to achieving your future goals.

After confirming our understanding of your needs, we meticulously construct the appropriate portfolio designed to achieve your desired objectives.

Sample portfolio

Chart showing sample portfolio

We work with you to develop your personal Statement of Investment Policy (SIP), which becomes the roadmap for managing your portfolio, and we provide you with clear and frequent feedback on how we are performing versus your goals.

Our investment professionals answer to the very highest standards in the industry, providing you with confidence in the integrity of our people, our company and our practices.

Graphic showing stages in establishing client's financial goals

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