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

Orfei Logullo Financial Group

  • Home
  • About Us
    • Our Team
    • Our Partners
    • CIBC Wood Gundy
  • Solutions
    • Our Investment Philosophy
    • Our Process
    • Our Strategy
    • Our Clients
    • Our Integrated Approach
  • Services
    • Products and Services
    • Financial and Estate Planning
    • Investment Consulting Service
  • Client Resource Centre
    • Blogs
    • Market insights
    • Useful Links
  • Community
  • Contact us

Our Process

Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 897-3714
Email Email us
Email Email
Telephone Number Tel

Our Process

 

Step 11. Discover: We uncover your story and what makes you unique 

  • Your goals and preferences
  • Your personal situation, interest and challenges
  • Your risk tolerance

 

 

Step 22. Propose: We work with you to create a financial plan

  • Identify priorities
  • Discuss key issues
  • Outline the recommendations
  • Introduce our experts

 

 

Step 33. Implement: Initiate your personalized roadmap

  • Prioritize and implement recommendations and strategies set out in financial plan
  • Review client statements
  • Ongoing portfolio reviews

 

 

 

Step 44. Monitor: Monitor progress on your financial goals

  • Review your personal situation to assess changes in priorities and goals
  • Review accomplishments
  • Make recommendations
 
 
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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.