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

Jake Brumby

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Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2248
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Integrated Wealth Management Process

 

Integrated Wealth Management Process
Runtime: 02:36

 

I always had an interest in the investment business, and it came from my grandfather, frankly, where I used to actually watch the ticker tape if you can believe it. The only thing I knew at the time was Red's bad and green is good. Twenty years ago, the industry was all about pure investments. You try and take a certain amount of money and make it grow. Products were changing. There was a whole slew of [00:00:30] new investment products developed. Investors have a lot more needs than simply managing their money. And what we've tried to do now in the last 5 or 10 years as an industry is create an integrated approach and develop this integrated wealth management process.

 

We usually start with an initial meeting, which we go through a streamlined process that helps identify areas that many people may not even thought of are important to them. And [00:01:00] through that process, we discover is working with us going to fit with you and are we working with you going to fit for our model of what we can deliver to you?

 

The Integrated Wealth Management Program really identifies what's important to you. We discover and develop some plans around that. And of course, investment strategies are a part of that. And then we have a team of experts that are monitoring everything for you behind the scenes. And the plan is that we continually are adjusting and developing as time goes [00:01:30] on and the needs change and your needs and wants are going to change and what's important to you will change over time.

 

I really enjoy the ability that we're given here to help clients through a variety of stages of their life. Anything that happens in their life is important to them and therefore it's important to us. And I get great pleasure in helping clients through that process no matter what it is. Our team has over 100 years of experience in the industry. Really, what we're always trying to do  [00:02:00]is run a very personal practice.

 

Someone's always here to answer the phone and we're delivering peace of mind to our clients. Everything that you're going to go through throughout your financial life, we've probably seen it and we can help with that. And everybody on the team has the same goal in mind, which is providing peace of mind to to our clients

Integrated Wealth Management Process
Runtime: 02:36

 

I always had an interest in the investment business, and it came from my grandfather, frankly, where I used to actually watch the ticker tape if you can believe it. The only thing I knew at the time was Red's bad and green is good. Twenty years ago, the industry was all about pure investments. You try and take a certain amount of money and make it grow. Products were changing. There was a whole slew of [00:00:30] new investment products developed. Investors have a lot more needs than simply managing their money. And what we've tried to do now in the last 5 or 10 years as an industry is create an integrated approach and develop this integrated wealth management process.

 

We usually start with an initial meeting, which we go through a streamlined process that helps identify areas that many people may not even thought of are important to them. And [00:01:00] through that process, we discover is working with us going to fit with you and are we working with you going to fit for our model of what we can deliver to you?

 

The Integrated Wealth Management Program really identifies what's important to you. We discover and develop some plans around that. And of course, investment strategies are a part of that. And then we have a team of experts that are monitoring everything for you behind the scenes. And the plan is that we continually are adjusting and developing as time goes [00:01:30] on and the needs change and your needs and wants are going to change and what's important to you will change over time.

 

I really enjoy the ability that we're given here to help clients through a variety of stages of their life. Anything that happens in their life is important to them and therefore it's important to us. And I get great pleasure in helping clients through that process no matter what it is. Our team has over 100 years of experience in the industry. Really, what we're always trying to do  [00:02:00]is run a very personal practice.

 

Someone's always here to answer the phone and we're delivering peace of mind to our clients. Everything that you're going to go through throughout your financial life, we've probably seen it and we can help with that. And everybody on the team has the same goal in mind, which is providing peace of mind to to our clients

Back to Video
 

Integrated wealth management process

Our team of advisors will work with you to develop a comprehensive wealth management plan with a flexible framework, in order to maximize your financial resources for your long-term financial future. It's a process of identifying your goals, needs, objectives and life dreams, then helping to turn them into a reality. Once we have discovered and developed a plan that fits you and your family, we quarterback with a team of experts to identify a pla...

Discovery

Identify what is important to you and is there a fit?

Develop

Build a road-map to address what's important to you and fill any gaps.

Implement

Strategy selection, sample portfolios and structuring your investments.

Ongoing Delivery

Team introductions, client engagement and goal-based reporting.

Download our complimentary integrated wealth management brochure.

Download
 

Every element is designed to support your goals

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Access specialized expertise to structure, preserve and optimize your wealth.

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CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

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Contact us

Address

730 View Street
9th Floor
Victoria, BC V8W 1J8
Telephone number: (250) 361-2248
Toll-free: 1 (800) 561-5864
Fax: (250) 361-2270
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.


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