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

CHS Financial Group

  • Home
  • About us
  • Total Wealth Management
    • Our wealth management process
    • Our commitment to you
    • Our investment philosophy
  • Services
  • Market insights
  • Community
  • Contact us
 

Our wealth management process

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Our wealth management process

Total wealth management is the consultative process of determining your aspirations and financial needs. This process is ongoing and must be flexible to accommodate change in your personal circumstances and risk tolerance. In the course of our review sessions we will inquire about changes in your personal circumstances that may require a change in your investment and financial objectives. We achieve through coordinating a team of professionals that deliver the appropriate solution tailored for you.

 

Total wealth management is a truly holistic review of each client and their unique needs. Some of our areas of expertise include:

  • Discretionary portfolio management
  • Comprehensive financial planning and estate planning
  • Tax-assisted investments and strategies
  • Insurance solutions
  • Charitable gifting
  • Business transition planning
  • Trust services
  • Access to personal and commercial banking
  • Individual pension plans
  • Retirement compensation arrangements
  • Alternative investments (hedge funds and private equity)
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
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 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.