Randy Clowes

Portfolio Manager
CIBC Private Wealth Management

popup medal icon RIA: Certified

Randy has a disciplined approach to income and growth strategies to monitor and measure progress. His discipline with core portfolios allows him to focus on the longer term goals and a strategic road map. Professional pension-style discipline is key to his money management and asset allocation process. He has Responsible Investing criteria for screening and managing the portfolios to socially responsible provisions.

As a team, we deliver prudent advice and tailored solutions to help our clients fulfill their Investment Management, Retirement Planning and Estate Planning needs and aspirations.

Services Offered in RI
  • Financial planning
  • Insurance & risk planning
  • Investment management
  • Succession planning
  • Charitable giving
Minimum Account Size

$500,000+

Investor Type Dealt With

Individual

Type of License

IIROC

Provinces Licensed In
  • Alberta
  • British Columbia
  • Ontario