Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About us
    • Our Team
    • Our Clients
    • Our Process
    • Our Philosophy
    • Our Commitment
  • Services
  • Market insights
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The McCleary Toews Financial Group

  • Home
  • About us
    • Our Team
    • Our Clients
    • Our Process
    • Our Philosophy
    • Our Commitment
  • Services
  • Market insights
  • Community
  • Contact us
 

Our Process

Email Email
Telephone Number Tel

Our Process

What Is Important To You?

The McCleary Toews Financial Group designs customized, comprehensive wealth plans to meet your goals.

Retirement Planning Children Income Protection Corporate Issues Estate Planning

Financial Plan

 

Investments

 

Tax minimization

 

Individual

Pension Plans

 

Health care

 

Debt & Cash

Management

University,

College

 

1st Home

Purchase

 

Inheritance 

Life

Insurance

 

Critical

Illness 

 

Disability

Business

Succession

Planning

 

Cash

Management

 

Tax

minimization

Wills

 

Power of

Attorney

 

Trusts

 

Philanthropic 

 

Tax

Management

Our Process

An in-depth evaluation of what is important to you creates the framework for your comprehensive wealth plan. Our investment recommendations are only made once this process has been completed as your attitude towards risk and your individual life goals will dictate how to invest, in what and when.

1

Profiling/Discovery

2

Clarity

3

The Solution

4

Implementation

5

Monitor

In person

meetings to

determine:

 

Your values

 

Your goals

and

objectives

 

Your

concerns

Confirm

Information

 

Discover

additional

issues

 

Assess

information

 

Evaluations

with

Accountant

A written

comprehensive

wealth plan

tailored to

your individual

situation

 

Service

Standard and

Investment

Policy

Statement

 

Written action

steps to

achieve your

goals

Administer action

steps

 

Communicate 

as steps are

achieved

Maintain in

person and

phone

reviews as

indicated in

the Service

Standard

 

Review

investments

 

Monitor

action steps

 

Adjust as

necessary

 

 

  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 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.