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

Law & MacGillivray Financial Advisory Group

  • Home
  • About us
    • Our team
    • Commitment
  • Approach
  • Services
    • Our solutions
    • Investment Philosophy
    • Estate planning
    • Planning for tomorrow
  • Market Insights
    • Market Insights
    • Video Library
  • Community
    • Our involvement
    • Giving Back
  • Contact us
 

Approach

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Approach

Benefit from a proven investment management approach:

1. Creating Customized Solutions:

"We recognized that every client is different and we provide tailored solutions not" one size fits all.

The Garnier Investment Group at CIBC Wood Gundy offers everything you need to build a well-rounded investment portfolio, including customized financial products, as well as strategies desinged for your specific requirements and situation."

 

2. Investment Flexibility and Choices:

"We offer a full compliment of investment strategies designed to meet unique needs of various types of investors, including tax-efficient portfolios, exchange traded funds and alternative investments. Whether your goals include growing your capital or adding exposure to non-traditional asset classes, we offer you the products, people, expertise and resources, needed to achieve them."

 

3. Complete Disclosure and Open Communication:

"We will proactively keep you informed about what is going on in the market and how it affects your portfolio. You will receive monthly statements as well as performance reports that clearly show your portfolio's results. We also believe it is important for you to know exactly what you are paying in terms of fees and expense. We will make sure that you understand all the costs before implementing any investment solution. Knowing that communication is the foundation of a successful relationship, we will keep you informed of any changes related to your investment program on  an ongoing basis."

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.