Our Client Process
We employ a structured and disciplined approach, focusing on our clients' long-term goals. Our objective is to understand each client's unique lifestyle and financial aspirations. More than investment advice we aim to offer our clients risk management, tax minimization and capital preservation.
Initial Meeting
We take the time to get to know:
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You
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Your family
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Your work
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Your financial needs
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Your fears and concerns
Determine if we have a 'fit".
Getting Started
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Where are you today?
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Where do you want to be in the future?
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Review existing financial documents
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Review existing plan
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Finalize account documentation
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Arrange security transfers
Analyzing and Building
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Risk analysis
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Customize your investments to fit your goals
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Define optimal asset allocation
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Prepare Investment Policy Statement (IPS)
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Rebalance assets to align with IPS
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Establish next steps
Present and Implement
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Renew portfolio strategy
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Implement portfolio strategy
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Renew first account statement
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Provide you with access to CIBC Wood Gundy online
Managing Other Financial Needs
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Engage other professionals such as ClBC Wood Gundy Estate Planning Specialist to review your estate and insurance needs
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Engage Financial Specialist to create financial plan (if required)
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Engage tax and legal professionals (if required)
Monitor, Plan and Review Partnership
- Monitor your progress
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Ongoing portfolio review and rebalancing
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Review charges in personal situation
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Solicit on all aspects of account management