Integrity

Our principal goal is to build long-term relationships with our clients and their families. You can rely on us to always put your interests first.

 

Transparency

We believe in transparency in how we do business. You will always know how we manage your assets and how we are compensated.

 

Accountability

Although we work under the CIBC Wood Gundy banner, we are employed by our clients. We also believe that while we make investment decisions inspired from various sources we are directly accountable once we make a recommendation to you. We cannot predict the future but we will make decisions based on the best information available at the time.

 

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 will assist in tax reporting to your accountant to ease the burden of preparing your taxes.
• Depending on your needs we will meet with you quarterly or annually. Our door is always open should you wish to meet with any member of our team.