Forge Advisory Group - Home

500 Centre Street SE 27th Floor Calgary AB, T2G 1A6

THE FINANCIAL LANDSCAPE

YOUR VISION DRIVES US

Attaining financial independence isn't the destination; it's simply a stop along the way. Think of Forge Advisory Group as your financial way finders – a unified team whose sole responsibility is to help navigate you through a complex, ever-changing landscape. In order to plan your route successfully, we're constantly scanning the horizon for insight, information and analysis to help us actively manage your financial future.

Building a trusted relationship with you quickly and holistically is our utmost priority. At Forge we believe that everything we do must add value to the client relationship, and your experience with us. Our process is designed to leverage the experience and intellectual capital of our team, in conjunction with our trusted service partners. We have a large team and a service environment to actively support you during your challenges, as well as your successes. You won't be our only client but you'll feel like you are.

TELL US WHERE YOU WANT TO GO – OUR JOB IS TO GET YOU THERE

Understanding your big picture starts with getting to know you. Forge's effectiveness in determining your Investment Profile is grounded in a rigorous process of discovery, which includes:

Understanding your goals, risk tolerance, time horizon, and if required, creating a personalized financial plan
Gathering background information and data from your legal and accounting advisors to provide us with a clear picture of your current situation
Collaborating with you to identify the opportunities that will enhance your financial future
Creating an investment plan that will guide all financial and investment decisions

[Calgary skyline]

[B.K. Milne

Senior Investment Advisor, Senior Portfolio Manager

CIBC Wood Gundy]

0:05

B.K. Milne: I've been with CIBC about 20 years.

0:07

I joined in 1998.

0:09

I have a CFA, so I have an interest in finance and a background

0:12

in finance, did finance in university and I enjoy working with individuals.

0:16

So, the retail brokerage environment was the perfect combination

0:19

of those two skills.

0:20

Probably the biggest thing that we do for clients is eliminate

0:23

the stress and emotion around financial decision making.

0:27

So it is a very stressful environment.

0:29

Fast moving, significant outcomes, significant risk

0:33

and significant opportunities, and so we simplify that for them.

[Team members working]

0:36

Part of the trick, I think, is to understand what their needs really are.

0:39

And look through what they're saying to what,

0:41

you know, what they're really trying to get at, build the bridge between them

0:44

and the market,

0:45

and then in the current environment to make sure that they're successful.

0:47

One of the advantages of being part of the CIBC

0:49

family is we can go and seek out knowledge and experience where we don't have

0:54

the knowledge or experience.

0:54

As the business evolves, doing more and more financial planning, as tax

0:58

and everything else gets more and more complicated,

1:00

how do we bring in a skill set that integrates those?

1:03

We go out and learn, or we could bring somebody who has knowledge and experience.

1:07

There is a big step between just having knowledge

1:09

and actually having knowledge and experience and actually having applied it.

1:12

And it's even more powerful,

1:14

if you've applied it to your own family, your own situation.

1:17

What I love most about my job is solving clients problems

1:20

and the satisfaction that comes from seeing them go from a position

1:24

of anxiety and stress to a position where that anxiety and stress has been removed.

1:28

And we do that quite regularly and it's a highly rewarding.

[CIBC logo

CIBC Private Wealth

Wood Gundy

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc.

The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc.]

[Calgary skyline]

[B.K. Milne

Senior Investment Advisor, Senior Portfolio Manager

CIBC Wood Gundy]

0:05

B.K. Milne: I've been with CIBC about 20 years.

0:07

I joined in 1998.

0:09

I have a CFA, so I have an interest in finance and a background

0:12

in finance, did finance in university and I enjoy working with individuals.

0:16

So, the retail brokerage environment was the perfect combination

0:19

of those two skills.

0:20

Probably the biggest thing that we do for clients is eliminate

0:23

the stress and emotion around financial decision making.

0:27

So it is a very stressful environment.

0:29

Fast moving, significant outcomes, significant risk

0:33

and significant opportunities, and so we simplify that for them.

[Team members working]

0:36

Part of the trick, I think, is to understand what their needs really are.

0:39

And look through what they're saying to what,

0:41

you know, what they're really trying to get at, build the bridge between them

0:44

and the market,

0:45

and then in the current environment to make sure that they're successful.

0:47

One of the advantages of being part of the CIBC

0:49

family is we can go and seek out knowledge and experience where we don't have

0:54

the knowledge or experience.

0:54

As the business evolves, doing more and more financial planning, as tax

0:58

and everything else gets more and more complicated,

1:00

how do we bring in a skill set that integrates those?

1:03

We go out and learn, or we could bring somebody who has knowledge and experience.

1:07

There is a big step between just having knowledge

1:09

and actually having knowledge and experience and actually having applied it.

1:12

And it's even more powerful,

1:14

if you've applied it to your own family, your own situation.

1:17

What I love most about my job is solving clients problems

1:20

and the satisfaction that comes from seeing them go from a position

1:24

of anxiety and stress to a position where that anxiety and stress has been removed.

1:28

And we do that quite regularly and it's a highly rewarding.

[CIBC logo

CIBC Private Wealth

Wood Gundy

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc.

The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc.]

Contact us

Address

500 Centre Street SE

27th Floor

Calgary, AB T2G 1A6

Telephone number: (403) 260-0468

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