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

The Bernardi Financial Group

  • Home
  • About us
    • Our team
    • How we work
    • What to expect
    • Testimonials
  • Services
    • Our solutions
    • Process And Philosophy
  • Market insights
    • Market viewpoint
  • Community
  • Contact us
  • Blog
 

What to expect

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What to expect

Four Step Process

Step 1 - Discovery period

During this period we learn more about you and you learn more about us. This gives us both a chance to make sure that your situation and objectives matches our expertise and that our methodology aligns with an approach you will be comfortable with.

 

Step 2 – Preparation of your personal financial plan

If we both believe that we are a match, we will then use the data we have collected and our conversations to prepare your personalized financial plan which will help us in the next step.

 

Step 3 - Investment selection

Once we know about you and have prepared your financial plan, we will make specific recommendations on account types and investments to reach your financial goals.

 

Step 4 - Implementation

After the recommendations have been presented and agreed to, we will prepare the necessary paperwork and begin the process of making your plan a reality.

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 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.