Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Your Team
  • Our Approach
    • Our Financial Planning Approach
    • Our Investment Management Approach
    • Our Services
  • About Wood Gundy
  • Learning
    • Video
    • Events
    • Blog
    • Market insights
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Rahul Arora

  • Home
  • Your Team
  • Our Approach
    • Our Financial Planning Approach
    • Our Investment Management Approach
    • Our Services
  • About Wood Gundy
  • Learning
    • Video
    • Events
    • Blog
    • Market insights
  • Community
  • Contact us

Our Financial Planning Approach

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 476-0164
Email Email us
Email Email
Telephone Number Tel

Our Financial Planning Approach

Our financial planning process determines how we can help you best meet your financial goals. Take control of your financial future and achieve your goals by committing to these easy steps:

 

  • Identify goals and objectives: We initiate a discussion to learn more about the priority of your financial goals. 

 

  • Analyze your information: Your personal data will be analyzed and any identified issues will be brought to your attention for discussion.

 

  • Presentation of the financial plan: A summary of recommendations will be presented to you.

 

  • Implementation of the financial plan: Once you have accepted the recommendations, we will work together to implement the plan.

 

  • Monitor and review. Financial planning is ongoing and plans needs to be reviewed on a regular basis to ensure they are still accurate and relevant.

 

A financial plan can set your objectives into motion and provide you with confidence about your current financial situation. You will have peace of mind knowing that you have a strategy in place to support your goals both now and in the future.

 
 

[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." ]

[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." ]

Back to Video
 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 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.