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

Steenbakkers Financial Team

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Our approach

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Our approach

Overview

Working within one of Canada's largest, most established financial institutions and investment bank, our team aids individuals, families, and corporations plan and manage all aspects of their finances and investment assets. Our teams most important goal is to ensure client satisfaction and provide unparalleled service through CIBC World Markets, Wood Gundy, and its global resources.

Mission Statement

Our mission is to provide very personalized financial and investment advice to our clients by understanding their goals, parameters, and values.

We will provide the clarity and confidence needed to make successful financial decisions, along with the premier services and products that best suit our clients' individual needs to help them meet their overall objectives.

Our primary goal is to preserve and create wealth over time and as a result, turn our clients into our advocates

Core Beliefs and Investment Philosophy

Our core beliefs revolve around the long term prospects of the various markets, the different asset classes, and their ability to create wealth over time. We believe with the right plan, strategies, and investments, these markets will provide superior long term results and success for our clients

Our philosophy revolves around proper planning, asset allocation, and risk management. We provide personal financial and investment plans that assist our clients' meet their personal and business needs, and help them achieve their and financial goals.

Wealth Management Approach

Step 1: Investment Strategy Review and Financial Plan

Detailed profiling of financial situation, time horizon, risk tolerance level, goals, and expectations.

Step 2: Portfolio Structure and Manager Selection

Prepare and present the Investment Policy Statement and the financial plan to the client, incorporating asset allocation strategy recommendation.

Step 3: Professional Portfolio Management

Selection and implementation of specific investments, consistent with investment policy objectives.

Step 4: Goal Monitoring

Customized quarterly performance reporting including a summary of individual securities held in the portfolio Ongoing rebalancing and reviews. Year-end report outlining unrealized capital gains/losses.

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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.