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

The DSM Financial Group

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Our Client Process

Address 1250, René-Lévesque West Blvd. Suite 3100 Montreal QC, H3B 4W8
Telephone Number (514) 846-3575
Email Email us
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Our Client Process

Our Client Process

We employ a structured and disciplined approach, focusing on our clients' long-term goals. Our objective is to understand each client's unique lifestyle and financial aspirations. More than investment advice we aim to offer our clients risk management, tax minimization and capital preservation.

 

Initial Meeting

We take the time to get to know:

  • You

  • Your family

  • Your work

  • Your financial needs

  • Your fears and concerns

Determine if we have a 'fit".

 


Getting Started

 

  • Where are you today?

  • Where do you want to be in the future?

  • Review existing financial documents

  • Review existing plan

  • Finalize account documentation

  • Arrange security transfers

 

Analyzing and Building

 

  • Risk analysis

  • Customize your investments to fit your goals

  • Define optimal asset allocation

  • Prepare Investment Policy Statement (IPS)

  • Rebalance assets to align with IPS

  • Establish next steps

 

Present and Implement

 

  • Renew portfolio strategy

  • Implement portfolio strategy

  • Renew first account statement

  • Provide you with access to CIBC Wood Gundy online

 

Managing Other Financial Needs

 

  • Engage other professionals such as ClBC Wood Gundy Estate Planning Specialist to review your estate and insurance needs

  • Engage Financial Specialist to create financial plan (if required)

  • Engage tax and legal professionals (if required)
     

 

Monitor, Plan and Review Partnership

 

  • Monitor your progress

  • Ongoing portfolio review and rebalancing

  • Review charges in personal situation

  • Solicit on all aspects of account management
     

 
 
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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.