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

Saunders Wealth Advisory Group

  • Home
  • About us
    • Our team
    • Our approach
    • Our clients
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    • Our solutions
    • Resources
  • Market insights
  • Community
  • Contact us
 

Our approach

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Our approach

We Work With You

Our clients have worked hard to earn the money entrusted to us. We take pride in yielding solid returns and protecting the capital they have amassed. We design and implement customized investment road maps to reach their goals – holding ourselves, other professionals and our clients accountable to achieve results.

We, the Saunders Wealth Advisory Group bring a sophisticated approach and passionate dedication to wealth management. We are industry leaders in client retention, knowledge and credentials. Our top-notch reputation has been earned as a result of outstanding personalized service, meticulous attention to detail and delivering solid returns.

As your advisors we work with you:

  • Through face-to-face meetings and open discussion to fully understand your unique story, concerns and goals.
  • By collaborating with various professionals whose unique abilities we harness to realize your optimum Plan of Action.
  • To track and monitor your plan and adjust it whenever necessary or advantageous.
  • By being accountable; we keep you informed and quickly respond to your queries with the goal to never leave you wondering. We explain what is happening and why, while keeping you included in the process.
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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.