Integrity

• We believe service adds value; we hold ourselves to a high level service model where your best interests always come first.

• We wish to develop long-lasting relationships with our clients, leading to well-planned intergenerational wealth management in a responsible manner.

• We outline our commitments to our clients in a customized, written Service Standard.

Transparency

• Transparency creates trust. There is no other way to do business.

• Our clients will know how much and what they are paying for. We discuss this throughout our entire client process.

Accountability

• Although we work for CIBC Wood Gundy, we are employed by our clients.

• We will always act in your best interest based on the information available at the time.

• We provide written plans and timelines to increase accountability to our decisions.

Communication

• Mailed statements: at minimum you will receive quarterly mailed statements (unless you choose to suppress them) outlining the details of your accounts.

• Online access to your accounts provides you with current details and performance.

• You will have regular phone and / or in-person review meetings.

• We will respond to all requests in a reasonable amount of time.

• We will contact you more frequently in times of significant current events.

• Personal tax preparation is simplified: we create full tax packages with a summary of its contents and provide it to yourself or your Accountant.

• Corporate tax preparation is simplified: we provide full tax packages including reconciliations of the account values based on your fiscal year and provide it to yourself or your Accountant.

• We are a team: give us a call or email with any questions you may have.