Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Français
Français
  • HOME
  • WHO WE ARE
    • Our Team
    • Our Value Proposition
    • Our Process
    • The Network Effect
    • Our Client Commitments
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Not-For-Profits & Foundations
  • HOW WE HELP
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Insurance
    • Estate & Tax Planning
  • OUR OFFERING
    • Products
    • Services
  • MARKET INSIGHTS
  • CONTACT US
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Danisi Financial Group

  • HOME
  • WHO WE ARE
    • Our Team
    • Our Value Proposition
    • Our Process
    • The Network Effect
    • Our Client Commitments
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Not-For-Profits & Foundations
  • HOW WE HELP
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Insurance
    • Estate & Tax Planning
  • OUR OFFERING
    • Products
    • Services
  • MARKET INSIGHTS
  • CONTACT US

Our Process

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 282-6857
Email Email us
Email Email
Telephone Number Tel

Our Process

The Danisi Financial Group Approach

Engaging with specialized professionals is crucial, and one of your key concerns should be their commitment to your interests. Our approach is to maintain transparency and tailor our services to your individual needs, ensuring you never doubt our dedication to your best interest.

 

Phase 1: The Introductory Dialogue

Our initial meeting is an opportunity for dialogue. We're eager to understand your business, your future objectives, and the professionals you currently collaborate with.

 

Phase 2: Strategic Blueprint

We then begin to craft a strategic blueprint, which includes dialogue with both your existing advisors and our internal experts.

 

Phase 3: Detailed Planning

Our comprehensive analysis and careful selection process culminate in the creation of an investment portfolio designed to meet your specific risk tolerance and growth objectives.

 

Phase 4: Ongoing Oversight

We commit to continuous monitoring and providing updates on your financial targets, prioritizing open and clear communication with you and your advisory team.

 

Phase 5: Collaborative Strategy Sessions

Annually, we engage in strategy sessions with your accountants and advisors to ensure every tactic is perfectly aligned with your financial goals.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.