In order to ensure that our level of service is consistent and meets your high standards, we utilize a disciplined and systematic approach. The team works to:
Develop a personalized investment plan - We help clients identity investment objectives, risk tolerance, time frame and return expectations so we can develop and present an investment proposal and initiate a plan of action to help them achieve their financial goals.
Analyze the macro-economic picture - We ensure that we understand what is happening globally and how it affects our client's portfolios.
Monitor and review clients portfolios - A constant and ongoing responsibility that is essential to ensure that investment objectives are being met.
Schedule regular client meetings - Used to not only review investment portfolios but also to allow the client to let us know about any changes in their circumstances that may affect their objectives or goals.
Our team prides themselves on being connected to the pulse of the markets, including equities, fixed income, money market, options, structured products and corporate financings. CIBC World Markets is a national leader in brokerage services and our access to its traders, money managers, financial planners, tax specialists and research is a valuable resource for our clients.
We provide our expertise in the following areas:
Asset / Portfolio Analysis
Retirement Planning
Estate Planning
Insurance Solutions
Succession Planning
Tax-efficient investment strategies
This allows us to give you up-to-date information and access to new innovative investments that can help you manage your risk, diversify your portfolio and protect your return on your investments. This way, we can help you tailor your portfolio mix and your cash flow to match your lifestyle. We stay up-to-date on the issues that can affect your investments, including embedded capital gains in mutual funds, how MER affects your returns, how options can help you hedge your risk and protect your unrealized gains. By supplying you with current and relevant advice on your existing investments, we are able to help your optimize your portfolio and give you peace of mind.
