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

James Financial Advisory Group

  • Home
  • Our team
  • Client comments
  • Services
    • What we do
    • The challenges we solve
    • Who we do it for
  • Blog
  • Market insights
  • Contact us

The challenges we solve

Address 77 Westmorland Street Suite 770 Fredericton NB, E3B 6Z3
Telephone Number (506) 451-8722
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The Challenges We Solve

We work with all of our clients to develop an overall Investment Plan that will steer our Investment decision and give our clients piece of mind.

Here are some examples of questions that we receive (and address) regularly;

  • Do I have enough to retire? What is enough?
  • What will my monthly cash flow look like in retirement from my investments? Where is it coming from?
  • Why should I contribute to an RRSP? Isn’t that all taxable to me later in life?
  • Should I contribute to my Holdco, RRSP or TFSA first? Or should I pay down debt?
  • How does an RESP work? Should I open one for my Grandchild?
  • Is insurance something I can afford and should I be looking into it?
  • What is the best way to support my favorite charity?
  • We want to review our estate plan, is that something we can do with you?
  • Do we have our POAs set up properly?
  • How do we know our money is safe? Are you another Bernie Madoff?
  • Should I sell out the market keeps dropping? I want to go to GICs.

The list is endless and we’re happy to dig into any of these topics and others with our clients and prospective clients.

 
 
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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.