INVESTMENT MANAGEMENT
The Boychuk Knoblauch Financial Group offers a disciplined approach to investment management that has withstood the uncertainty and volatility of financial markets for the past 30 years. As registered Portfolio Managers, Dean and Tyson have developed several proprietary investment strategies that utilize CIBC Wood Gundy's Advisor Managed Account trading platform. Our successful track record speaks for itself.
PERFORMANCE REPORTING
The Boychuk Knoblauch Financial Group believes that understanding a client's personal lifestyle goals is the foundation of a truly balanced investment strategy. Performance reporting is fundamental to assessing whether that strategy is bringing you closer to attaining your goals. Although some may say industry standards are lacking, the Boychuk Knoblauch Financial Group prides itself on our proprietary Semi-annual Performance Review report. This document clearly identifies in detail the most important of all performance measurements – your Return on Investment.
PERSONAL SERVICE
The Boychuk Knoblauch Financial Group utilizes a fee for service business model that closely aligns an optimal investment decision-making process with the best interests of the client. Our commitment to providing the highest quality client experience is acknowledged by every client through our Client Service Agreement.
COMMUNICATION
Maintaining an open line of communication with clients is a priority for the Boychuk Knoblauch Financial Group. Each of our clients has a personalized schedule of communication that includes meetings, phone calls, and e-mails. As well, a comprehensive online client experience is provided through the CIBC Wood Gundy website. Password-protected access is offered to your detailed financial information in addition to top-ranked market research. For on-the-go access to their accounts, our clients can download CIBC's industry leading Mobile Brokerage App.
FINANCIAL PLANNING
Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. Our Lifestyle Strategies for Tomorrow process not only includes investment management, it also includes a review of your retirement options, life and wealth protection strategies, as well as tax minimization plans. Our integrated approach to financial planning allows for consultation and collaboration with experts in related fields, both in-house and third party.
BACKGROUND
As a full-service investment dealer, CIBC Wood Gundy has a long history of maintaining trusted client relationships. The Boychuk Knoblauch Financial Group is committed to maintaining that tradition.
