Your vision drives all our efforts. While our Financial Visioning Process exists to build and sharpen the focus of your vision and illuminate your true priorities, Dynamic Wealth Architecture is our highly flexible tool set for realizing your vision. You will benefit from an approach that considers all factors impacting your wealth and how you want to use it. We work with your existing advisors and integrate solutions generated both inside and outside CIBC, so that together, the sum-of-the-parts is arranged to best serve the priorities inherent in making your vision a reality.
The following services are offered to you:
- Financial planning services for individuals, professional corporations, small businesses and non-profit organizations
- Open Architecture Wealth Management
- Global pension fund style investment management
- Customized Portfolio Management
- Retirement and estate planning services
- Business succession planning
- Education savings planning
- Family wealth planning
- Planning for dependent individuals & families
- Private charitable foundations and planned Giving
- Divorce financial planning
Your vision deserves unique solutions
“We have had Ron and Penny as financial advisors for 30 years. Our ethical investment goals were originally seen by many as somewhat unusual, especially for the mid-80s. Ron and Penny were willing to work with us to try to find solutions that would meet our wishes and still provide a good rate of return. We have been happy with the nature and quality of advice they have given us over the years. They always have been fully responsive to our questions and requests and have complied with our wishes with regard to risk and type of investment. We have never had occasion to question their recommendations and are satisfied with the results.”
~ Valued Clients
