Transitioning to CIBC Wood Gundy
To ensure that the transition to CIBC Wood Gundy is made as successfully as possible, we conduct an initial meeting with you to review your existing financial situation and confirm your goals. We will then present you with a personalized portfolio mix based on your risk tolerance, income requirements, tax considerations and goals. If your account is with another firm, we will take care of transferring it to CIBC Wood Gundy.
The Initial Meeting
Every one of our partnerships begins with a meeting, at no cost or obligation to you, where we will discuss your current situation, your financial goals and your life goals. We'll also explore your investment personality - including your risk tolerance and your personal values. This initial meeting will take about an hour, and will take place in our boardroom.
The Follow-Up Meeting
After our initial meeting, we will assemble a Comprehensive Personal Recommendation for you. This recommendation includes our advice regarding investment planning. During this meeting, we will begin the process of transferring your accounts to Seed Financial Group. If you'd like a full evaluation of your financial goals, we provide solutions leveraging the services of our CIBC partners that will meet the needs that you expressed to us in our initial meeting.
Servicing Your Account
Once your account is funded, we will begin to implement your plan at once. As a client of Seed Financial Group, your portfolio will be regularly monitored to ensure that it stays on track. We will always be available to answer any of your questions. Based on your needs and your schedule, we will create a regular portfolio review meeting and contact cycle that ensures that, as your portfolio matures and your needs and circumstances change, your plan and your portfolio continue to work for you.