Financial planning is an in-depth process that requires you to think about what you have today and what you hope to accomplish in the future. It requires you to determine your goals and priorities. By detailing your goals you are in a better position to determine if they are realistic or attainable. Once we understand what you hope to achieve, we can work with our financial planning specialists to create a plan to meet these goals and fulfill your dreams.
Advisor managed accounts are fully managed by a CIBC Wood Gundy Portfolio Manager who personally designs portfolios for the exclusive use of our clients.
"Doug keeps me informed with regular reviews and shares his vast knowledge of the financial markets in a way that is easily understood and reassuring. Thank you for managing my financial affairs." -Retiree/Investor
The Benefits
Within my practice, I have noticed that there are some common financial planning questions that are relevant to most people. Two common concerns are: When will I be able to retire and maintain my standard of living, and how do I maximize my retirement income in the most tax-efficient manner?
If you are a business owner you might be concerned with how you can preserve the value of your business upon sale. Once you have addressed your retirement and business concerns, creating a legacy for a charity or for future generations might be topical. These questions may not be typical for everyone, but regardless of what the question might be, a financial plan can provide answers and set your objectives into motion. Some benefits are listed below.
- Lower fees
- Tax efficiency
- Speak directly to the Portfolio Manager
- No orphan positions
- Block trading
- Greater investment universe; better returns
Expertise: CIBC Wood Gundy Portfolio Managers must meet specific industry credentials and strict CIBC Wood Gundy qualifications.
Personalized Service: Direct access to your Portfolio Manager because I am also your Investment Advisor.
Freedom: Eliminates calls on every trade; relieving you from day-to-day decisions.
Portfolios
We found that for an increasing number of investors, preservation of capital and income was a main concern. After an extensive search of existing products, we felt that there were no products that met our clients' needs. As a result, we created our own portfolios the we could tailor to these goals.
- High Yield
- Value
- Income and Value
- US Equity
For more information on our portfolios and strategies please see the Our Strategies page
CPMS
With the use of CPMS proprietary software we are able to provide equity return enhancement applications by integrating fundamental and expectational data.
- Highest quality independent data scrubbed to a true operating basis
- Disciplined process removes emotional bias
- Estimates collected from all sell-side firms
- Historic data stretching back to 1985
- Back test engine used to test and improve approaches
