[gentle music] 

 

[Shari] My name is Shari Prime. I am a Wealth Advisor and Associate Portfolio Manager with CIBC, Wood Gundy and the Deacon Financial Management Group. 

 

[A reddish-brown, multi-storey building with white trim and tall windows houses a CIBC Private Wealth - Wood Gundy office. Caption: CIBC Private Wealth Wood Gundy. A Woman’s Voice in Finance. Shari Prime.] 

 

[Shari] Often women look at money differently than men. 

 

[A young mother carries her baby into a new home while her husband carries boxes. Another woman sits in a meeting with her husband.] 

 

[Shari] We find ourselves looking at money as what we want it to do for us, at how we're going to achieve our goals. 

 

[A woman lowers her gaze as a car salesman speaks to her husband.] 

 

[Shari] Women are often excluded from financial conversations. We do encourage women to be involved because their needs need to be met as well. They need to be heard because their goals, albeit different from men's, are important. 

 

[An older couple discusses their portfolio with an advisor. The man signs a document. Elsewhere, a young mom is on the phone while her daughter eats breakfast.] 

 

[Shari] When women are not involved in household financial decisions, it leaves them vulnerable without having the information, without having the confidence or the comfort level to be able to make the decisions that need to be made. 

 

[A young mother glances at her phone as she sits with her kids. An older woman reviews a document at her kitchen table.] 

 

[Shari] We've seen women have trusted the wrong people and they have been taken advantage of. Women need a safe space to go. 

 

[Shari meets with a smiling young woman at the CIBC Private Wealth office.] 

 

[Shari] Women need to be heard. Women need to be seen. And they have to be able to trust the person that is working with them to feel like they can be in that safe space. But I feel safe that, that anyone speaking to any member of my team would feel the same, whether it was me or them. 

 

[Two male members of Shari’s team work in the office.] 

 

[Shari] We are there to support them through all the changes that are taking place, whether it really includes their investments or not. 

 

[Shari and the young woman discuss her portfolio in Shari’s office.] 

 

[Shari] We want to be there for clients to lean on, and it's it's an important part of what we do. If I had to give one piece of advice. Find someone safe. Find an investment professional that you feel comfortable with that you can connect with and that you know actually cares about you. If they care about you, they are going to care about your finances. They are going to make sure that your goals are the central focus of what they do. We need them to feel empowered. 

 

[CIBC Logo. White text over the red background reads: CIBC Private Wealth.]  

 

[CIBC Logo. White text over a grey background reads: CIBC Private Wealth. CIBC Wood Gundy. Shari dot Prime @ CIBC dot com. WoodGundyAdvisors dot CIBC dot com.] 

 

[Disclaimer: 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. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. 

  

Individuals are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. 

  

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. 

   

David Deacon, Shari Prime and John Deacon are Investment Advisors with CIBC Wood Gundy in Wolfville, Nova Scotia. The views of  Deacon Financial Management Group do not necessarily reflect those of CIBC World Markets Inc.]