THE BARD WEALTH MANAGEMENT SERVICE COMMITMENT
You have worked hard to accumulate your wealth, and you expect the highest quality of service and personal attention in every aspect of your life - why should your finances be any different?
As a client of Bard Wealth Management, you will benefit from:
We understand your time is valuable, so we strive to make meetings convenient. If your are unable to meet us at our office in downtown Toronto, our team can meet with you at your home, your office, or a CIBC branch of your choice.
Earl is available seven days a week, and our team will respond to your inquiries within two hours.
We will coordinate with your legal team to implement your financial blueprint in a way that best suits your needs and with your tax accountants to save you time, money, and hassle during tax season.
The solutions we present you with are carefully crafted based on your specific financial situation. When we sit down with you, we will outline how each of our uniquely-tailored strategies applies to your goals.
By leveraging our strategic partnerships with some of the most experienced professionals in the industry here at CIBC Wood Gundy, we are able to provide you with a broader range of products and services, such as business valuation, mid-market business sales, and financial and estate planning services.
At the beginning of every review session, we will outline exactly what we will be discussing and how it affects your future. While we strongly recommend at least two meetings per year, we can adjust the frequency to suit your needs.