Our unique approach

Our clients trust our team to preserve and build their assets. Integrity, transparency and professionalism are the cornerstones of everything we do at the François Guy Financial Group. By having integrity, we are able to focus on our client's unique needs and situation, and for that reason, the François Guy Financial Group is a leader and expert in its field.

The client is our "raison d'être" and is at the center of what we do. The value of our expertise is unlocked when we fully understand their unique situation.

 

What is unique about our approach?

• Our team works with a select group of families and business owners to help them achieve their financial objectives.

• We develop strategies and provide financial advice tailored to their unique situation.

• We work closely with our clients’ accountants, lawyers and tax specialists to implement an integrated financial plan covering all aspect of a complete financial planning.

• We also work with our CIBC partners to give the best service to our clients.

• Our goal is to work with our clients and establish a personalized relationship of trust. 

Our commitment to you

At the François Guy Financial Group, we commit to:

• Contacting you when your account has been opened

• Providing you with online access yo your account through the CIBC Wood Gundy Online portal

• Starting your financial plan as soon as assets are transferred in your new account

• Explaining you your first account statement

 

The importance of our relationship

We will stay with you all throughout our relationship, and will monitor regularly your portfolio. Every quarter, a review will be done either by phone or video, and a full in-person recap of your personal situation will be assessed at least once a year.

These touchpoints will ensure that we are always connected, and will build a personalized relationship of trust.

Other services provided by our team

• A year-end report to facilitate the prepartion of your income tax return.

• A full retirement, estate and succession planning services at your request.

• A broad network of external experts, including accountants, tax specialists, lawyers, and much more

• A wide range of services offered by our partners at CIBC.