Hall Purvis Advisory Group - Unique client experience

INTEGRITY

As the primary financial advisor to our clients, we take full responsibility and have made the commitment to act with integrity in everything that we do. Our commitment to fee transparency, full financial planning and proactive reporting (regardless of market conditions) are based upon the principles of integrity and accountability. This allows us to build trust and ensure long-term relationships with our clients. As professionals within the investment industry, our reputations and our own satisfaction relies on us putting our clients' financial interests before our own.

TRANSPARENCY

We are committed to providing transparency in every aspect of our business with our clients. The fees that we charge are based on the dollar value of each client household and will always be fully disclosed before implementation of our services. Our fees are a percentage of investment assets, to ensure unbiased investment selection and our clients will receive an estimate in real-dollar terms of the cost to them.

SERVICE

By working with CIBC Wood Gundy, we have substantially increased our control over the level of service that we can provide our clients. One means of ensuring quality service is our commitment to limit the number of household clients that we will work with. By focusing on those affluent clients who truly need our services, we are able to achieve the economies of scale to keep both our fees and the number of households we work with low. Our clients can expect regular reviews, proactive contact and the monitoring of their portfolios on a daily basis.

TEAM APPROACH

To ensure the high-quality service our clients expect, our team works cooperatively to support each other and all of our clients. By working together, as a small team, we can provide coverage, ensure accountability and respond quickly to change, (both material changes for our clients and the changes in the markets.)

INTEGRATED SOLUTIONS

Our partnership with CIBC's group of companies allows our clients the ability to truly integrate all of their financial service needs within one financial institution for their own convenience and cost efficiency.