00:00:00 - The video opens with a shot of a metallic elevator door slowly opening, revealing a glimpse of a modern office interior.

00:00:01 - A woman, professionally dressed, steps out of the elevator and enters a bright, open-plan office space. The camera follows her as she walks past a frosted glass partition.

00:00:02 - The camera pans to a white wall featuring a sleek, rectangular sign that reads "CIBC PRIVATE WEALTH" with the CIBC logo, and the number "300" above it. The reception area is visible behind it.

00:00:03 - The shot provides a wider view of the "CIBC Private Wealth" sign, with a light-colored reception desk and more frosted glass doors in the background, suggesting multiple office spaces.

00:00:04 - The woman from the elevator is now closer to the reception area, and her hand is seen shaking hands with someone off-camera, signaling a friendly greeting.

00:00:05 - Woman: Welcome.

00:00:06 - The woman stands at the reception desk, smiling and looking towards the person she greeted.

00:00:06 - Woman: Every client journey with our team begins the same way: by getting to know you.

00:00:07 - A close-up shot focuses on a "Drinks Menu" displayed on a stand. It lists "Coffee Choices" from Alterra, Peet's, and Starbucks, and "Tea Choices" from Bright Tea Co.

00:00:09 - A man enters the office through the same set of doors as the woman, walking past the reception desk. He has short, gray hair and a beard, and is wearing a dark blue long-sleeved shirt.

00:00:10 - The man smiles warmly and looks directly at the camera, appearing friendly and approachable.

00:00:12 - The man gestures with an open hand towards a meeting room with large windows, inviting someone to follow him.

00:00:13 - He walks into the spacious meeting room. The large windows reveal a view of a suburban landscape with trees and buildings in the distance.

00:00:15 - He turns to face the person he was gesturing to, still within the brightly lit meeting room.

00:00:16 - Two men are seated at a large, polished wooden table in the meeting room. One man, wearing glasses and a dark shirt, is holding some papers and appears to be speaking intently to the other man, who is also wearing a dark shirt and has short grey hair and a beard.

00:00:17 - The man with the papers continues to speak, gesturing with a pen in his hand, emphasizing his points.

00:00:18 - Man (off-camera): It starts with a conversation where we explore what brought you in, your financial goals, and your expectations.

00:00:19 - The woman from earlier enters the meeting room, carrying a black mug. A large screen at the end of the table displays a presentation slide with "CIBC PRIVATE WEALTH" branding and the title "Your Personal BluePrint."

00:00:20 - She walks confidently towards the table, mug in hand.

00:00:22 - A close-up shot shows the woman's hand gently placing the black mug onto a coaster at the table.

00:00:23 - A woman in a vibrant red top is seated at the meeting table, listening intently to the discussion, her gaze directed towards the speakers.

00:00:26 - The man who entered the room earlier is seated at the table, smiling directly at the camera, his hands clasped in front of him.

00:00:26 - Man: In return, we walk you through our process, our financial philosophy, and our approach to wealth management.

00:00:29 - The man begins to stand up from his chair at the table, his expression still friendly.

00:00:31 - He is now fully standing, looking towards the camera with a welcoming demeanor.

00:00:32 - Woman: From there, we determine if we are a good fit for one another.

00:00:33 - He shakes hands with someone off-camera, indicating a concluded meeting or agreement.

00:00:33 - Woman: Trust and strong relationships are the foundation of our business.

00:00:34 - The scene shifts to a different office area. A desk is shown with personal photos in frames, including a group family photo, and a computer monitor displaying what appears to be a spreadsheet or financial data.

00:00:35 - Three framed individual photos are displayed prominently on the desk, personalizing the workspace.

00:00:36 - A woman wearing glasses is seated at a well-organized desk, diligently typing on a keyboard. She has multiple computer monitors displaying information.

00:00:37 - Another woman is at her desk, looking up and smiling. She also has two computer monitors and family photos on her desk. She is wearing a green top under a dark jacket.

00:00:38 - Woman: We understand that not every client will be the right match, and that's okay.

00:00:39 - A man in a light blue button-down shirt is standing over a desk, engaged in a conversation with a seated woman. Two large, detailed maps are visible on the wall behind them.

00:00:41 - Man: Once we decide to move forward, our team becomes your team.

00:00:42 - The video cuts back to the spacious meeting room. Four individuals, including the woman in red, the two men from earlier, and another woman, are seated around the large table. The screen at the back of the room is still on, showing a presentation.

00:00:43 - Man: We are a close-knit group of seven professionals working in unison to give you an exceptional client experience.

00:00:45 - The man in glasses is speaking to the group, gesturing with his hands to emphasize his points.

00:00:47 - Two women at the meeting table are smiling and nodding, seemingly in agreement with the speaker.

00:00:48 - Man: From day one, you'll have direct access to each of us, ensuring continuity, efficiency, and truly personalized service.

00:00:54 - A woman with long hair, wearing a dark jacket and green top, stands up from a chair and approaches the meeting table, holding a document in her hand.

00:00:56 - She extends her hand towards the man in glasses, seemingly offering the document for him to review.

00:00:57 - Woman: Coming on board with our team begins with seamless documentation,

00:01:00 - She hands the document to the man in glasses, who takes it from her.

00:01:00 - Woman: managed by our dedicated Client Services and Administration team.

00:01:02 - A woman in a brown top stands up from a table, smiling, and walks towards a man seated at the table.

00:01:03 - Woman: With over 30 years experience each, Laurie and Chantal handle all the intricacies of account setup and maintenance, investment transactions, appointment coordination, and ongoing client service.

00:01:05 - She places documents on the table in front of the seated man.

00:01:09 - The woman from earlier is back at her desk, which is filled with papers and office supplies. She is organizing documents in a file drawer.

00:01:12 - She is shown diligently typing on her keyboard, looking at the computer screen.

00:01:13 - A woman wearing a headset is smiling and talking on the phone at her desk, actively engaged in a conversation.

00:01:17 - The woman in the red top and the man in glasses are at the meeting table, both looking down at and reviewing documents together.

01:18:00 - Man: They ensure that your accounts are in order, your transactions go smoothly, and they're always available to answer your questions.

01:19:00 - A man in a grey suit and blue shirt is seated at the meeting table, speaking directly to the camera, gesturing with his hands.

01:21:00 - A woman in a black top is seated at a table, speaking directly to the camera, holding a pen.

01:22:00 - Woman: Once this foundation is in place, we focus on your financial plan, where Jill or Tracy will create your blueprint.

01:24:00 - She stands up from her chair and walks towards a large screen, gesturing towards it with the pen. The screen displays "Personal Net Worth."

01:25:00 - Woman: A personalized living document designed to evolve with you.

01:27:00 - The woman in the red top is now standing by the screen, actively presenting the "Personal Net Worth" information. She points to specific details on the screen.

01:30:00 - Woman: Unlike static financial plans, this dynamic process captures key aspects of your financial life.

01:31:00 - She continues to explain the details on the screen, gesturing with her hands to emphasize her points.

01:32:00 - Woman: Enabling us to explore what-if scenarios and create meaningful projections.

01:33:00 - The woman in the black top is back, standing by the screen and presenting the "Personal Net Worth" information. She maintains eye contact with the camera while speaking.

01:36:00 - Woman: Whether you're planning for retirement or considering a major purchase, your blueprint gives you clarity and confidence in life's biggest decisions.

01:39:00 - She moves slightly away from the screen, still looking at the camera. A potted plant is visible in the foreground.

01:40:00 - The man in glasses is seated, looking at the screen and gesturing with his hand, acknowledging the information.

01:41:00 - He speaks directly to the camera, elaborating on the information presented.

01:42:00 - Man: Beyond financial projections, our planning process considers your whole family, exploring special situations and intergenerational wealth transfer.

01:45:00 - A close-up shot displays the detailed "Personal Net Worth" breakdown on the screen, including figures for "Jane" and "John," and a hand is seen pointing to specific financial entries.

01:47:00 - The woman in the black top stands by the screen, continuing to explain the "Personal Net Worth" details.

01:50:00 - Woman: Our roundtable approach, a unique method of collaborating that brings together your professionals in a single, strategy-focused meeting,

01:51:00 - The woman in the red top is standing by the screen, presenting a "Family Tree" chart to the man in the suit, who is seated at the table.

01:54:00 - Woman: aligns your advisors, accountants, and legal experts to eliminate inefficiencies and foster direct communication and a seamless financial strategy.

01:59:00 - She walks away from the screen and towards the table, her expression thoughtful.

02:03:00 - Woman: No more relaying information between professionals. Our process does it for you.

02:04:00 - Two men are seen walking around a large, modern meeting table in an office setting.

02:06:00 - A graphic appears over a blurred background of the meeting room. It reads "ROUND TABLE MEETINGS" at the top. Below, various professional roles are listed in individual boxes: "ADVISORS," "ACCOUNTANTS," "LAWYERS," "TRUST & ESTATE CONSULTANTS," "FAMILY," "BANKERS," and "WEALTH STRATEGISTS." Red vertical lines flash around the text.

02:16:00 - The graphic fades, and the two men from the meeting are seated at the table, looking at the camera.

02:16:00 - Man: Next, we focus on growing your wealth.

02:22:00 - A man and a woman are seated together at a desk, reviewing documents. The woman, with long hair and glasses, points at something on the document, engaged in a discussion.

02:22:00 - Man: Our investment strategy prioritizes risk management, ensuring that your exposure to market volatility aligns with your long-term goals and personal risk tolerance.

02:29:00 - A woman in a black, long-sleeved top is seated at a desk with a man, and they are both looking down at documents. The woman points at something on the document while the man uses a pen.

02:35:00 - A man in a blue button-down shirt is seated at a desk with two computer monitors, talking and gesturing. He appears to be in a video call on one of the screens.

02:37:00 - Man: We employ a proactive, process-driven approach, one that removes guesswork and emotional reactions from decision-making.

02:43:00 - A man wearing glasses is looking intently at something off-camera, his expression serious.

02:46:00 - He turns his head to look at a computer screen, which displays what appears to be financial data or charts.

02:49:00 - A man in a light blue button-down shirt is seated at a desk with two monitors, typing on a keyboard, his gaze focused on the screen.

02:51:00 - Man: Through strategic diversification and regular rebalancing, we maintain stability, minimize risk, and maximize long-term returns.

02:55:00 - A close-up shot shows a hand holding a pen and writing on a document, next to a white mug with the CIBC logo.

02:57:00 - A woman is seated at a desk, looking out the window, appearing thoughtful.

02:58:00 - She picks up a telephone receiver and brings it to her ear, preparing to make a call.

02:59:00 - Woman: But investments are just one piece of the puzzle. Open communication is the cornerstone of our client services.

03:03:00 - Another woman is on the phone at her desk, simultaneously writing on a document, demonstrating multitasking.

03:03:00 - Woman: We tailor our engagement to your preferences. Some clients want detailed updates, while others prefer us to handle the details while keeping them informed of the bigger picture.

03:14:00 - Four people are seated around the large meeting table, listening attentively to a speaker off-camera.

03:17:00 - Man: At a minimum, we'll meet annually to review your portfolio, answer your questions, and ensure your strategy remains aligned with your evolving needs and goals.

03:19:00 - The woman in red and the man in glasses are seated at the meeting table, engaged in a conversation with each other.

03:22:00 - Man: And finally, accountability is everything.

03:24:00 - A man in a light blue patterned shirt and glasses is talking on the phone at his desk, with a computer monitor displaying graphs in the background.

03:25:00 - Man: We believe your financial success should never be a mystery.

03:28:00 - Man: Our transparent reporting provides a clear view of your investment performance, target returns, and fees.

03:31:00 - The woman in the black top is seated at a table, speaking directly to the camera, gesturing with her hands.

03:32:00 - Woman: From day one, you'll know what we're aiming for, how we're tracking toward those goals, and what adjustments may be necessary along the way.

03:34:00 - The man in the suit and the woman in red are seated at the meeting table, both listening intently to an off-camera speaker.

03:38:00 - Woman: Our commitment is simple: to provide financial clarity, security, and confidence, so you can focus on what truly matters in your life.

03:39:00 - The man in glasses and another man are standing up from the meeting table, facing the camera with welcoming expressions.

03:43:00 - Woman: Welcome to a better way of managing your wealth, where expertise, experience, communication, and trust form the foundation of everything we do for you.

03:44:00 - A headshot of a woman with blonde hair smiling warmly at the camera.

03:45:00 - A headshot of another woman with long, light brown hair, wearing a patterned shirt, smiling gently at the camera.

03:46:00 - A headshot of a woman with shoulder-length hair and glasses, wearing a plaid shirt, smiling at the camera.

03:47:00 - A headshot of a man in a grey suit and light blue shirt, smiling at the camera.

03:48:00 - A headshot of a man in a dark suit and glasses, smiling at the camera, with framed certificates on the wall behind him.

03:50:00 - A man and a woman are standing in front of a wall adorned with numerous framed photographs, appearing to be personal and family moments. They are pointing at the photos and smiling, sharing a lighthearted moment.

04:00:00 - The screen transitions to a solid white background.

04:01:00 - Bold red text appears on the white screen: "Creating Peace of Mind."

04:04:00 - The screen displays the CIBC Private Wealth logo on the left, and the words "CIBC PRIVATE WEALTH" on the right. Below, a small text disclaimer about the services provided is visible.

04:06:00 - The video ends on the CIBC Private Wealth logo and disclaimer screen.