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

Acker Wealth Management

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Process

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Process

Investing is not about products, taking undue risk, the latest trend or the hottest stock. Investing is about establishing a trusting relationship with a professional and knowing that your best interests are protected.

We strongly believe that the key to successful investing is a well-designed strategic financial plan, which focuses on estate, retirement, and tax planning. The results of this plan will determine the investment structure of your portfolio. We will also conduct a thorough assessment of your current will, estate and insurance strategies.

We believe in a process that is structured, with a disciplined long-term strategy, focused on achieving our clients' objectives, while managing investment risk. Our process includes five steps:

  1. Take the time to really listen. In the first meeting we will collect the facts to learn more about you and your life objectives to determine your financial goals.
  2. Conduct a complete evaluation of your present portfolio.
  3. Develop a personalized investment strategy, incorporating specific recommendations
  4. Implement the strategy
  5. Monitor your portfolio on an ongoing basis, and make adjustments as necessary to stay in-line with your objectives, as well as modifying those objectives as your life evolves.

Portfolio Strategy

Each client is unique. Our portfolios are guided by each client's individual risk tolerance and return expectations. They are managed to achieve the client's desired financial targets, within the risk metrics established by the client.

Our investment management is focused on blue chip, dividend-paying equities to ensure our clients receive a regular stream of income from their investments. With a focus on high quality, established companies, our clients have the peace of mind knowing that their investments are on solid ground.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.