At CIBC Wood Gundy, your financial needs and goals are our philosophy.
Whether it is saving for your child's education, increasing current income streams, building retirement income or legacy planning, we strive to understand your needs and goals first and then work with you in building a specific plan to achieve them.
Information and Valuation
We use many quantitative, fundamental and technical indicators to build our portfolios. Our research is derived from independent sources such as CPMS Morningstar, JP Morgan, Credit Suisse and Value Line, and is matched with our CIBC World Markets. This thorough cross-examination of investment options is applied to each and every investment decision related to our discretionary portfolio.
Every client brings a unique set of circumstances to the table, and we strive to understand those circumstances in order to build an optimal wealth management plan. That is why your relationship with our team will begin with a meeting wherein we will establish your financial circumstances, needs and goals. We then work with our combined skill-set in order to develop a plan that works for you.
It is our professional policy and moral obligation to ensure that you are given the time and expertise needed to fully understand the details of your financial plan.
Communication is the key to success and allows us to stay nimble in the event your immediate needs or goals change. Quarterly reports, regular follow-ups, annual reviews and, for very active accounts, monthly reporting, are an integral part of our practice. Please notify us if you have a change of contact information.