Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About us
    • Our team
    • Process
    • Philosophy
    • Testimonials
  • Services
    • Our solutions
    • AMA - Balanced
    • AMA - ETF growth
  • Market insights
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Robert Leon Financial Group

  • Home
  • About us
    • Our team
    • Process
    • Philosophy
    • Testimonials
  • Services
    • Our solutions
    • AMA - Balanced
    • AMA - ETF growth
  • Market insights
  • Community
  • Contact us
 

Process

Email Email
Telephone Number Tel

Process

A protection strategy ensures your wealth will be there; everything else we do ensures that it will be accessible – when you retire, when your children go to university, when you decide to support charitable causes. It all comes from understanding the intricacies of what’s important to the household and all its members.

Step 1: Listen & Understand

About 90% of our first meeting is spent listening to you talk about your situation. We ask you about your needs and goals, and we often include close family members in the discussion.

Step 2: Vision Document

We present you with your Vision Document to reiterate and clarify the goals we discussed. This will help guide us as we identify suitable wealth strategies for you.

Step 3: Due Diligence

We reach out to relevant specialists in our network for recommendations and coordinate with your lawyer or accountant. We complete our due diligence process in order to ensure our solutions are best suited to your needs.

Step 4: Present Plan

We take you through your financial plan and recommended investment solutions so that you have a clear sense of how they will support certain goals. We then begin implementing those solutions.

Step 5: Coordinate & Execute

Our investment research is conducted on an ongoing basis and we monitor your portfolio closely to determine when adjustments to your asset allocation should be made.

Step 6: Portfolio Reviews

Each scheduled review is a chance to update and inform our understanding of what you want to achieve with your wealth. It also allows us to educate you on the strategies at work and new opportunities our team has identified.

  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 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.