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

Bruce L. Towler

  • Home
  • About us
    • Our team
    • Our partners
    • Curriculum vitae
  • Services
    • Our solutions
    • Value added services
  • Market insights
  • Community
  • Contact us

Value added services

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 420-8227
Email Email us
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Value added services

Bespoke Centralized Services

As wealth increases, so do the needs of our clients. We provide tailored support with internal partners, and Chartered Professional Accountants, offering specialized solutions for high net worth families.

Performance Reporting

Portfolios are constantly monitored and performance is assessed with the client on a regular basis according to the client's wishes (often on a monthly or quarterly basis). Our portfolio management software allows for a wide range of reporting capabilities that can be tailored to any individual needs. Portfolio performance can be appraised over varying time frames including monthly, quarterly, annual and since inception. Accounts can also be assessed individually or combined with other accounts for a consolidated overview.

Portfolio Design and Monitoring

Portfolios are constructed based on an asset allocation strategy that best suits the client's needs, objectives, tax status and risk tolerance. The allocation between equities, fixed income and cash instruments will be a key determinant in portfolio variability and rate of return. Once a portfolio is created it is then monitored closely to ensure that the individual holdings perform as expected and that the overall asset allocation thresholds are maintained. Where a change in an individual security or overall portfolio strategy is deemed necessary any recommended adjustments to the portfolio will be communicated directly to the client and acted upon immediately.

Financial and Estate Planning

Comprehensive advice is provided to clients regarding innovative retirement and estate planning products and services. Financial planning software is utilized to provide pro forma consolidated net worth statements, retirement cash flows, estate value estimates and inter-generational financial planning.

3 Ring Rule

In a world of endless call center waiting queues, we pride ourselves on being promptly available for our clients. We have an internal team rule to not let the phone ring more than 3 times, and to avoid clients needing to use voicemail during work hours at all costs. By providing white glove, elevated service we are dedicated to the needs of each individual investor.

Custodial Services

As your custodian, we provide a secure facility for the safekeeping of your stocks, bonds and other securities. We ensure that your assets are secure and recorded accurately in our custody system. Additionally, our comprehensive automated software system ensures that all dividend and interest payments are correctly received and deposited on the payment date.
 

 

 

 
 
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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.