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PERSONALIZED CLIENT EXPERIENCE

Taking care of your investments can be complex. Especially considering how you have built and managed your wealth affects all aspects of your life.

I believe that wealth management needs to take into account all aspects of a family's finances, from lifestyle to business to investing. If you have questions about your investment strategy or how to achieve your long-term investment goals, we should talk. As an Investment Advisor with CIBC Wood Gundy, I can help you take a comprehensive approach to wealth management that considers your goals and values.

As part of CIBC Private Wealth Management, we take a collaborative approach to managing, building and protecting your wealth. We bring the right partners to the table based on your needs and together we develop a customized plan. We can help you with private banking and trust services, investment management and wealth strategies. We also support you with some of life’s most significant decisions including succession, inheritance, strategic philanthropy and legacy planning.

I would be happy to give you an honest opinion of your financial situation. There is no obligation or cost to you for a consultation. I will provide you with the same quality service and advice I give to my clients.

I look forward to knowing you.

Sincerely,

Rahul Arora, CFP®, CIM®

Investment Advisor