The Initial Meeting
Every partnership with a client begins with a meeting, at no cost or obligation to you, where we will discuss your current situation, your financial goals and your life goals. We will also explore your investment risk tolerance and your previous investment experiences. This initial meeting can be held at our office or at your home or place of business.
The Follow-Up Meeting
After our initial meeting, we will put together a comprehensive Personal Investment Proposal with our recommendations, including a full Financial Plan, which we can present at a second meeting. The proposal will contain our advice regarding investment planning to meet your financial goals.
Servicing Your Account
If you decide at this point to join us at CIBC Wood Gundy, we will begin to implement your plan immediately. As a client your portfolio will be regularly monitored to ensure that you stay on track. We will always be available to answer your questions. In addition we will forward you research and trading ideas regularly to complement your investment portfolio.
Based on your needs and your schedule, we will create a regular review and contact cycle that ensures that, as your portfolio progresses and your needs and circumstances change, your plan and your portfolio continue to work for you.
