INVESTMENTS
Guidance, Perspective, and Support for Your Investments
For years, we have partnered successfully with CIBC Wood Gundy—one of Canada’s leading wealth management firms specializing in high-net-worth individuals and family offices.
WEALTH MANAGEMENT
United Expertise for Your Goals
Account and Custody Account Opening
We support our clients in opening accounts and custody portfolios, as well as managing ongoing administrative processes in collaboration with CIBC Wood Gundy.
Monitoring of International Wealth Allocation
Funds are allocated globally, with the option to focus on specific regions such as North America or Asia, based on the client’s preferences.
Strategic Asset Allocation (SAA)
In partnership with CIBC Wood Gundy, we work closely with our clients to define and continuously monitor their Strategic Asset Allocation (SAA).
Example: SAA for client portfolio
Banking Services at Attractive Conditions
The long-standing, trusted partnership between TAVINA and Wood Gundy, along with TAVINA’s management of all client communication, enables non-resident high-net-worth investors to access banking services at a prestigious Canadian bank under favorable terms.
Once the business relationship is established, additional private banking services—such as personal accounts, credit cards, and financing—may be offered through CIBC Private Banking or CIBC Business Banking.
PRECIOUS METALS INVESTMENT PLATFORM
Precious Metals – Proven for Long-Term Wealth Preservation
Precious metals are a proven foundation for the secure, long-term preservation of wealth. To ensure maximum protection, these precious metals should be stored with the highest level of security.
In partnership with experienced gold dealer Goldbroker and Malca-Amit, one of the world’s leading storage providers, TAVINA Family Office offers clients the opportunity to invest in Canada.
The fully insured storage is held in the client’s name in high-security vaults, located in a duty-free zone and outside the banking system. As legal owners, our clients have direct access to the vaults to inspect or withdraw their precious metals.