What To Expect
- Monthly and/or Quarterly Statements depending on the products used or activity in the accounts.
- Accounts On Line – 24 Hour direct access to all account information; as well CSFB, CIBC World Markets, and Merrill Lynch Research along with there respective market commentaries and publications.
- Maintain a concentrated, disciplined investment strategy based through various products available to our clients.
- Make suitable recommendations consistent with our clients long term goals, based on their financial circumstance and risk tolerance.
- A team of professionals dedicated to keeping you informed and to assist you and your family with all of your financial needs.
- Ongoing portfolio monitoring and periodic personal investment reviews (Quarterly /Semi-Ann., Annual) depending on the clients' investment strategy and types of investments used in the portfolio.
OBJECTIVE PROFESSIONAL INVESTMENT ADVICE
Marc Steenbakkers MBA, PFP, - 18 years experience in the investment industry.
John Steenbakkers B.Comm., PFP – 16 years experience within the investment industry.
ACCURATE AND EFFICIENT ACCOUNT ADMINISTRATION
Exclusive personal service will be provided by Andrea Adams, a fully licensed Investment Advisors Assistant dedicated to our team and our clients.
CONTINUITY
Our team has over thirty years combined experience at Wood Gundy and within the investment industry,
CLIENT DEDICATION
Our clients come first. Our clients success ensures our success.
DISCIPLINED INVESTMENT STRATEGIES
Strategies are based on asset allocation that meets your individual investment objectives. These strategies will focus not only on portfolio performance vs. benchmarks, but on the risk management side of the investment equation.
SUITABLE RECOMMENDATIONS
Our recommendations are consistent with our clients long term goals, financial circumstances, and risk tolerance Our team provides several pricing models suitable for the needs of different clients (traditional vs. asset based pricing).
ONGOING PORTFOLIO MONITORING
Ongoing monitoring of your portfolio holdings and recommended managers for possible changes and/or required rebalancing.
CIBC WORLD MARKETS & WOOD GUNDY INTEGRITY
Our firm's principles, financial strength, and market leadership in many aspects in the investment industry provide comfort and security to our clients, through all market cycles; good and bad.
CONSOLIDATED PERFORMANCE REPORTING
- Quarterly investor-friendly performance report.
- Full account summary back to day one.
- Includes one month, three month, six month, YTD results.
- Full summary of positions and weightings.
- Consolidated capital gains report at tax time.