My Offer To You

When the markets turn as volatile and confusing as they have over the past year, even the most patient investors may question the wisdom of their investment plans.

At CIBC Wood Gundy, we've seen a lot of difficult markets come and go. And we certainly empathize with people who find the current environment troublesome and disturbing. I'd like to help.

A cup of coffee, and a fresh perspective

You're welcome to come in and sit with me for a while. I'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then I'll review the portfolio with you.

If I think your investments continue to be well-suited to your long-term goals – in spite of the current market turmoil – I'll gladly tell you so, and send you on your way. If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I'll recommend some alternatives.

Either way, the coffee is on me.