Good afternoon,

 

This will be more of an update on our team, rather than an update on market conditions, which thankfully are much better today than they have been in a while.

 

We are now a team of 4, as you know. Janice’s last day was February 28^th and she has been extremely helpful in training Lauren on our systems and processes. With that in mind, I thought it would be useful for you to have a sort of ‘call tree’ as to who to contact, depending on your need or query. All of our contact information is listed below in my signature. While we continue to spend a small part of the week working remotely, Lauren will be at her desk on site each day between 8:45am and 5:00pm. I’m sure you will agree with me that it is nice to have a further return to some kind of normal working conditions. As for Shalu and I, we are also typically in the office each day of the week now, while still logging in remotely from time to time. Marta, as previously mentioned, is back on a part-time basis and in the office each Tuesday, Wednesday and Thursday.

 

With this in mind, here is a breakdown of who will be able to help you with what:

 

George

• Anything related to your investment portfolio and its holdings
• Anything related to a significant change in your life that you would like to discuss. For example:
  • Change in marital status
  • Change in financial picture, i.e. selling a home, retirement, etc.
  • Update or change in power of attorney status
• Any discussions that might involve co-planning with an outside advisor (lawyer or accountant)
• Any questions or concerns related to the current investment environment
• A decided change in your appetite for risk or return in your portfolio for any reason
• Can give advice, take and place trades in your portfolio as needed

 

Marta

• Anything related to financial planning, whether you have a plan with us yet or not. This includes the above topics, as they likely lead to a financial plan anyway
• Any discussions that might involve co-planning with an outside advisor (lawyer or accountant)
• Marta can also help with any questions or concerns you have with respect to your portfolio, if you are used to discussing with her already
• Marta can take and place trades related to your portfolio if needed. She is also licenced to give advice on ideas

 

Shalu

• Anything related to changes in your documentation, for example:
  • Questions regarding documentation you receive from us
  • Questions regarding investment policy statements
  • Questions regarding docs in place for associated parties or powers of attorney
• Shalu can take and place trades related to your portfolio if needed and is licenced to give advice
• Actually pretty much anything you can think of, Shalu can help… as most of you likely already know!

 

Lauren

• Anything related to account transfers, money deposits or withdrawals, contributions, etc.
• Anything related to your tax documentation that you receive from CIBC
• Lauren cannot take orders related to your portfolio at this time
• Lauren’s responsibilities will increase over time, naturally
• Please give her a call to introduce yourself if she can help with the above!

 

All of our contact information is under the "our team" tab. As always, we look forward to hearing (or seeing!) you at some point soon.

 

Best regards,

 

George Wright, CIM, FMA