Summary of the greater investment team that supports your group?

• We have a Branch Manager (Alisha Watts) and a Branch Administrator (Maria Pellegrino) on site at our offices. They are responsible team support, compliance and administration at the branch level.
• We have an institutional desk for any large equity, fixed income and structured product transactions at our firm
• As mentioned, we have financial planning specialists that will aide on complex plans

What resources are available to you when deciding on investments?

• CIBC has analysts covering every sector in the Canadian investment landscape, providing research on most of the companies on the TSX.
• We receive daily research from most of the other major financial institutions in Canada.
• Our team also employs a third-party research provider as a stock screener. This service compiles independent financial data for nearly every company that one would consider as an investment within Canada and the US.