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

Glen Daniel

  • Home
  • Our Team
  • Portfolio Engineering Process
  • Business Owner Planning
  • Goals and Objectives
  • Daniel投资集团
  • Wealthwise Wisdom: Glen's 7 Strategic Insights
 

Goals and Objectives

Goals and Objectives

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Effective Planning Begins With Clear Goals

Establishing clear goals is essential for effective planning. This process should involve all stakeholders through open communication to ensure that everyone's priorities and objectives are taken into account. Goals may not be immediately clear, but will become more defined as succession options are explored.

 

Managing Conflicting Goals

Conflicting goals and objectives are common, but can be resolved through collaboration and a shared vision. Our team can help facilitate this process by working with all stakeholders to understand and reconcile conflicting interests.

 

Expertise for Objectivity

It can be beneficial to involve external professionals for objectivity, technical input and to guide the planning process. Our team of experts will provide unbiased recommendations to help you achieve your goals, and ensure that your plan is executed effectively.

 

 

Summary of goals and objectives

 

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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.