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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Hannes Olivier Wealth Management

  • Home
  • Core Principles
  • What we do
    • Process
    • Who we help
  • Our Services
    • Services
    • Our Partners
  • Market Information
    • Market Insights and events
    • Client Resources
  • Contact
 

What we do

What we do

Creating your unique solution

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Our approach to wealth management is fundamentally rooted in our core principals and every client interaction is driven by a desire to better help achieve your specific financial goals.

 

    Creating your unique and custom Solution

    Your goals for your financial future lies at the heart of every solution we propose to you. As such our process starts with the most critical and fundamental aspect of wealth planning, YOU! Through a guided conversation we look to help you identify and put into financial terms what your goals are for your wealth creation, protection and legacy. Furthermore, we help determine what all your financial needs are and get an understanding of what you expect from your wealth advisor team.

    Once we have established what you would like to achieve, we can develop a wealth roadmap that may include some or all of the following dependent on your individual situation:

    • Full written Financial plan prepared by our Wealth Strategist
    • Estate and Legacy plan
    • Written investment management plan/proposal
    • Investment Policy Statement
    • Intergenerational Wealth Plan
    • Tax efficiency analysis

    We know the world is an ever changing environment and as such any plan done is but a snapshot in time. As your life changes and circumstances change, we update our plan accordingly to reflect this new information. As the guardians of your wealth we monitor your wealth plan and manage your investments by making timely adjustments based on market trends and developments as they occur. We keep in regular contact with you and keep you informed of significant developments that could impact your Wealth Plan.

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
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  • Trademarks & Disclaimers
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 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.