CIBC Wood Gundy
PAPADOPOULOS FINANCIAL GROUP
We have a process to ensure that we create a strategic and customized plan for each client to ensure they stay on track in reaching their goals.
1. Meet to Understand Client Goals (personal and professional goals)
2. Analyze Current Financial Situation (in depth investment management expertise)
3. Design and Formalize a custom Financial Plan (in house financial planning specialist)
4. Implement the Financial Plan (utilizing professionals where needed)
5. Monitor and Supervise Plan (track goals and measure success)
6. Plan Review and Adjustments (annually).