The Sommer Francis Financial Group
Wealth Management & Investment Advisory Services to Individuals, Families,
and Institutional (Foundation) Clients.
We are committed to understanding your personal and financial goals. We are here to help manage your portfolio, your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management.
CREATING A WEALTH MANAGEMENT PLAN:
Our wealth management process begins with listening to your concerns and gaining a thorough understanding of your financial priorities and circumstances. Together we’ll create a long-term wealth management strategy that helps you manage risk over time, improve performance potential in a variety of market conditions, and keep your portfolio aligned with your goals.
COMPREHENSIVE SERVICE AND SUPPORT:
Investment advice is a key part of managing your wealth, but it is just one component of a bigger picture. Managing finances, minimizing taxes, planning retirement and structuring your estate are all facets of wealth management. As our client, you gain access to our team of financial planning, tax & estate specialists and the depth of resources of CIBC’s exclusive Private Wealth Management.
OUR CLIENTS BENEFIT FROM:
- Customized wealth management plans
- A dedicated team to respond to queries
- Discretionary portfolio Management
- Transparent and potential fee deductibility
- Access to a dedicated Private Banker
- Ongoing reviews and market insights
- Full disclosure and open communication
*Client "fit" and Portfolio Minimums Apply
PLANNING FOR TOMORROW:
- Define Your Legacy
- Estate Planning Expertise
- Business Succession Planning
- Giving Something Back
HERE TO HELP:
Managing your wealth to give you peace of mind, requires a relationship built on trust, expertise and a thorough understanding of your needs –our commitment to outstanding personal service is one of our highest priorities.
If you would like to discuss our planning process in greater detail or get a second opinion on your investments, give us a call (604 535-3749). We provide advice and can help align your investments to your personal situation and risk tolerance.
