For over 20 years the Guzzi Advisory Group has helped trustees and finance committee members of charitable organziations achieve their organizations financial goals.
Specializing in foundations, associations, and charitable organizations, the Guzzi Advisory Group serves as a highly specialized independent council. We separate ourselves by offering much more than just investment advise, we offer guidance at each step of the financial management process.
Led by Investment Advisor and Portfolio Manager Fred Guzzi, The Guzzi Advisory Group helps treasurers and finance committee face the many challenges of being such a trusted fiduciary. By establishing a set of ethical best practices we can help with challenges such as setting up proper governance structure, cash flow management, regular due dilligence, and suitable investment selection processes. Furthermore, our group grants access to a unique platform of world class investment managers, offering unparalled investment management services.
The Guzzi Advisory Group, in conjunction with CIBC, is committed to causes that matter to our clients, employees and communities. Our goal is to make a difference through corporate donations, sponsorships and the volunteer spirit of our employees. CIBC invested close to $35 million in communities across Canada in 2011. The Guzzi Advisory Group makes it a priority to show support and appreciation to our clients by participating in the charitable events that matter to them.
Regardless of the size of the organization, The Guzzi Advisory Group can help.