[On screen: Rahul Arora, Investment Advisor. Rahul with a medium complexion, short black hair, and a full beard is present against an office backdrop. He wears a dark blue checkered suit with a white shirt and is mid-speech. Behind him, an office environment is visible with a white shelf to his left, holding a small plant and a few books. To his right, there is a sleek black cabinet, and atop it sits a small globe. Large windows reveal a cityscape in the distance, suggesting a high-rise building. ]
[soft background music]
RAHUL ARORA: Understanding investing and financial planning basics will help you organize your financial life and manage your evolving financial needs. The keys to understanding financial planning concepts are recognizing where you are today, identifying where you want to go, and determining how to get there.
By establishing goals and gaining a basic understanding of concepts such as asset allocation, diversification, risk, stock market behavior, and long-term planning, I work directly with my clients to develop investment solutions that help them increase their wealth and protect their capital. For more information, please visit my website or call me at 403-476-0164. Thank you.
[On screen: "CIBC PRIVATE WEALTH MANAGEMENT"
To the right:
"CIBC WOOD GUNDY
RAHUL ARORA
INVESTMENT ADVISOR"
Below the banner, the following text is centered:
"www.cibcwg.com/rahul-arora
403 476-0164
rahul.arora@cibc.com"
At the bottom of the slide, there's a disclaimer in smaller font:
"CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. "CIBC Private Wealth Management" is a registered trademark of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc. Clients 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." ]