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TRAINOR SPOONER Advisory Group

Welcome
Working with You
Meet the Team
What We Do
Community
What's New
Say Hello

What We Do

635 Fitzgerald Avenue Suite 101 Courtenay BC, V9N 2R4

Managing Your Wealth for You

We believe planning and staying focused on the long-term
are the best determinants of success.

We work together with our client to:

create a disciplined and detailed financial roadmap that is unique to them,
help clients achieve their goals, and
provide understanding and agreement on how we will work for our clients as they travel along their investment journey.

we work with our clients to ensure their risk tolerances are accurately reflected in their investments We create a financial roadmap to ensure clients incur minimal amount of risk and disruption along the way We routinely re-visit the plan to ensure together we remain on track We empower clients with knowledge as we travel together along their journey of reaching their goals

We provide our clients with the following services, as part of our overall wealth management commitment to clients:

Strategic asset allocation

and investment guidance

On-going
financial planning

Estate and
legacy planning

Cash flow
strategies

Investment management as illustrated by a dollar sign inside of a mechanical cog

financial planning as illustrated by a dollar sign inside illustration of file folders

estate planning as illustrated with an image of a house inside a financial plan document

cash flow illustrated by dollar sign followed by an arrow in and another dollar sign followed by an arrow out

Tax-efficient investment strategies	Risk monitoring and performance reporting	Client engagement and knowledge sharing

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Trademarks & Disclaimers
Privacy & Security
IIROC AdvisorReport

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.