Home

Transcript – Schiller Investment Group Video

 

[CIBC]

[CIBC Private Wealth]

[Schiller Investment Group]

[The team is walking towards the camera]

[Jay Schiller is in his office]

 

00:00:02:08 - 00:00:28:23

Jay Schiller:

My name is Jay Schiller. I've been with CIBC for 20 years. My guiding philosophies in this business are trust, teamwork, and accountability.

[Shot of a sign that says “Work Hard, Be Nice”]

[Shot of Jay Schiller in his office]

And that was, I guess, drilled into me at an early part of my career. People have busy lives. I think that we have a responsibility to help people focus on their day-to-day life and leave the stressful part to us, really, which is what we're here for.

[image of family photos in photo frames]

[Shot of Jay Schiller and Christine Dashuk chatting]

 

00:00:29:01 - 00:00:55:18

[Shot of Max in the office]

Max Van Parys:

It's a real kind of family atmosphere. We're all really close. We work together every day in this office that spills out onto our clients. We're going to treat you like family.

 

 

[Shot of Max chatting with the rest of the team]

From the second you walk in these doors. You're going to be comfortable investing your money with us.

[Shot of Max and Christine working together]

 

Christine Dashuk:

[Shot of Christine in the office]

When you work with somebody about their financial goals, it's a pretty intimate topic, and it's a really good feeling to walk away from, a relationship or a conversation knowing that somebody puts that trust into you.

 

00:00:55:20 - 00:01:22:04

[Shot of grandparents talking to their grandchildren on a tablet]

Jay Schiller:

We want to really get to know you and what makes you tick, and what things in your life are the most important, and how we can build a plan that allows you to do more of that.

 

[Shot of two friends playing golf]

[Shot of a hiker drinking coffee, at the top of a mountain]

Elizabeth Rijkenberg:

[Shot of Elizabeth and Alan, in the office]

I try to make things as straightforward and simple as possible. After I’ve presented a client with their financial plan, I'd actually like them to feel empowered to make decisions, to take this away and make the decisions that are best for them. And best for their family and really feel confident in making those decisions.

 

00:01:22:04 - 00:01:49:13

[Shot of John in the office]

John DiGiacomo:

Now, I've worked with a lot of these clients for well over 20 years, and you truly do build a relationship with them. You know, you have to listen and understand what their ambitions are, their aspirations are, their values are. And taking all that into account is a good foundation for building a meaningful relationship.

 

00:01:49:15 - 00:02:09:23

Christine Dashuk:

It feels great when a client calls and thanks you for a job that maybe you didn't even realize that was so important to them, that you've accomplished for them.

 

Jay Schiller:

We care a lot about our client's hopes and dreams, and it feels really good to be trusted in such an important aspect of their life. We don't take it for granted.

 

00:02:10:01 - 00:02:13:20

Jay Schiller:

I'm Jay Schiller. I've been helping people manage their wealth for over 20 years.

 

[CIBC]

[CIBC Private Wealth]

[Schiller Investment Group]

[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. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

 

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor]