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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Weaver Hejazi Wealth Management

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  • About us
  • Our Process
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Our Process

Address 3115 Harvester Road Suite 100 Burlington ON, L7N 3N8
Telephone Number (905) 631-3901
Email Email us
Email Email
Telephone Number Tel

Our 4-step Process

Our Process

 

1. Discover

  • Understand your financial goals, potential obstacles and preferences
  • Identify your interests in our HNW services beyond investing
  • Assemble documentation
  • Open dialogues with your advisors (accountants, layers) if necessary

 

 

 

 

2. Propose

  • Personalized wealth plan
  • Investment portfolio
  • HNW services
  • Implement and transition schedule
  • Work together – briefings and reviews

 

 

 

3. Implement

  • Initiate wealth plan
  • Phase in investment recommendations
  • Enrol in HNW services
  • Consolidate assets
  • Review the forthcoming statements

 

 

 

4. Monitor

  • Monitor progress according to the plan
  • Adjust plan and investments where needed
  • Inform you, your advisor (accountant, lawyer) of anything you should be aware of
  • Help you navigate complex wealth choices and life changes
 

OUR INVESTMENT MANAGEMENT PROCESS

 

Step 1 | Determine how much risk you are comfortable taking and how much risk is appropriate for your lifestyle. 
 
 
Step 2 | Select the investment mix that best fits your risk profile and lifestyle.
 
 
Step 3 | Assemble your investments and construct an investment plan. 
 
 
Step 4 | Monitor and rebalance regularly.

 

 

 
 
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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.