We follow a structured and rigorous approach to develop and implement your custom wealth management strategy. We rely on a systematic, proven process.

Simple and effective, this four-step process is designed to achieve specific objectives.

 

1. Discovery

We will schedule a meeting to get to know you better. We will listen to you carefully and ask questions to get a clear picture of your circumstances, values, needs and goals. We will also want to look into the well-being of your family and the people who matter to you.

 

2. Analysis

We will gather the information we need to develop a customized strategy. We will assess your needs, goals and time horizon, carry out research and risk analysis, and then integrate all the resulting information.

 

3. Solutions

We will create an action plan and propose the strategies and solutions that will work best for you. We will help you thoroughly assess each option so that you have all the information you need to make an optimal, informed choice.

 

4. Implementation

We will carry out the action plan we have developed together, using the services and solutions best suited to your situation. We will build your customized investment portfolio and actively manage it in a disciplined manner.

If necessary, we will call on the expertise of our CIBC Wood Gundy partners to provide you with some specialized services.

 

We will also work with your team of professionals (accountants, lawyers, tax professionals, etc.) to effectively integrate all elements of your financial strategies into a comprehensive approach.

 

Regular follow-ups

We will support you on an ongoing basis and provide regular updates on the progress of your portfolio. We are committed to providing an in-depth review at least once a year. Together we will analyze the progress that has been made and any potential changes in your life; if necessary, we will rework your objectives and planning.