As a Certified DWealth Advisor, Chui Advisory Group supports Deloitte Equity and Income Partners through a holistic approach from financial planning to investment management with a full understanding of the complex regulatory environment.

• Partners have access to a select network of certified DWealth advisors across Canada who have received training in Deloitte partner specific financial information (how the compensation and retirement plans work for instance) as well as Deloitte independence rules.
• Chui Advisory Group has read-only access to the Global Independence Monitoring System (GIMS) to better assist partners in their investments and financial planning.

• The Global Independence Monitoring System (GIMS) is a tool to assist Deloitte partners in monitoring their compliance with independence requirements related to their personal investments and financial relationships.
• Full service support for partners: We have direct access to GIMS Support to assist Deloitte partners in their compliance with independence requirements related to their personal financial interests, financial relationships or any other personal independence question.

• CIBC and Chui Advisory Group has access to independence compliant pre-cleared funds.

For a financial review, please reach out to a member of our team.