Overview
Working within one of Canada's largest, most established financial institutions and investment bank, our team aids individuals, families, and corporations plan and manage all aspects of their finances and investment assets. Our teams most important goal is to ensure client satisfaction and provide unparalleled service through CIBC World Markets, Wood Gundy, and its global resources.
Mission Statement
Our mission is to provide very personalized financial and investment advice to our clients by understanding their goals, parameters, and values.
We will provide the clarity and confidence needed to make successful financial decisions, along with the premier services and products that best suit our clients' individual needs to help them meet their overall objectives.
Our primary goal is to preserve and create wealth over time and as a result, turn our clients into our advocates
Core Beliefs and Investment Philosophy
Our core beliefs revolve around the long term prospects of the various markets, the different asset classes, and their ability to create wealth over time. We believe with the right plan, strategies, and investments, these markets will provide superior long term results and success for our clients
Our philosophy revolves around proper planning, asset allocation, and risk management. We provide personal financial and investment plans that assist our clients' meet their personal and business needs, and help them achieve their and financial goals.
Wealth Management Approach
Step 1: Investment Strategy Review and Financial Plan
Detailed profiling of financial situation, time horizon, risk tolerance level, goals, and expectations.
Step 2: Portfolio Structure and Manager Selection
Prepare and present the Investment Policy Statement and the financial plan to the client, incorporating asset allocation strategy recommendation.
Step 3: Professional Portfolio Management
Selection and implementation of specific investments, consistent with investment policy objectives.
Step 4: Goal Monitoring
Customized quarterly performance reporting including a summary of individual securities held in the portfolio Ongoing rebalancing and reviews. Year-end report outlining unrealized capital gains/losses.