In 2012 we set out to create a team which builds relationships and advances families lifestyles through generations. Rather than focusing on satisfying needs with appropriate products, we started working on fixing problems in peoples’ finances, building plans that have specific life goals, and making managing assets and resources to those specific goals an experience. The financial well-being of the families we serve is at the center of everything we do.
Our team joined Morgan Stanley in 2012, after fourteen years with bank-based wealth management practices. While working with HSBC, we began forming a team and the process that, we thought, best serves the clients we felt we were the right fit for. A focus on private client services crystalized our ideas about the need for a true boutique family office for successful business owners and professionals, that is not reserved just for ultra-high net worth clients. Starting CWM as a practice was a result of our need to have the independence necessary for dedicating our time and focus to our process and growing with our clients.
Wealth Management industry will grow and change with the new ways people communicate and live. Its products will be fully commoditized while good advice and guidance will always be valuable. We will adopt to the changes, embrace new technology that improves the experience, while continuing to always be Helping Families Excel In Life.
Why a Peacock?
The peacock is a possessor of some of the most admired human characteristics, and is a symbol of integrity, guidance, protection, watchfulness, wisdom and the beauty we can achieve when we endeavor to show our true colors. It is the meaning of the peacock and what it portrays as to why we at Culov Wealth Management chose this as a symbol to represent who we are as a firm and as people. The idea of the peacock as a symbol first came to be when Emir was visiting Toronto University with his son. They were shown Toronto University, Robarts Library, whose building was built in the shape of a peacock to represent the meaning of the knowledge held inside it.