The Greenwood White Group

The Greenwood White Group Commitment

"Wealth management, in our definition, is bringing together all aspects of your financial life to create, build and protect wealth"

We guarantee trust, knowledge, and experience. Trust comes from the work we do with our clients and their professional advisors in order to design and implement their detailed wealth plans. Our knowledge and experience helps us guide clients through various financial landscapes - setting a course for today, and for tomorrow.

Together we will identify obstacles and opportunities, discuss potential solutions, and follow through with those that best serve your needs. By understanding the challenges you face, and addressing them with a well thought out plan of action, you will be confident that you are firmly in control of your financial affairs.

Philosophy

[On screen: Signage with the CIBC logo and "CIBC Wood Gundy" in raised silver letters on a gray wall. The letters are in sharp focus against a softly blurred background. ]

[music]

[On screen: Peter White, CFA, Investment Advisor, Portfolio Manager at CIBC - Wood Gundy. ]

PETER WHITE: Life can be complicated, but investing doesn't have to be. Our experience is that a solid plan will create discipline when it comes to your finances, and a calm attitude when life throws you curve balls.

[On screen: John S. F. Greenwood, Branch Manager, Vice President at CIBC - Wood Gundy. ]

JOHN GREENWOOD: Before we prepare a wealth management plan, before we make a recommendation, we take the time to understand exactly who you are, your attitudes towards risk, what your money is for, what your goals are. We never take a product off the shelf and say, "This is for you," without that full understanding.

PETER: To ensure that you're on track with your plan, we monitor your investments, we measure their performance, we check in with you regularly. We make it easy for you to see what you hold and how you're doing.

JOHN: We want you to be able to live your life exactly the way you want to.

[Text on screen: Peace of mind comes with a plan. Let's create yours, together. ]

PETER: If you see something with your plan that you are unsure of, or think it might be off track, we should talk.

[music]

[On screen: CIBC Logo which consists of the "CIBC" emblem in red with a red swoosh beneath it, followed by "CIBC Wood Gundy" in black lettering.

Text on slide:

- THE GREENWOOD WHITE GROUP

- JOHN S. F. GREENWOOD

- Branch Manager, Vice President

- (416) 594-8343

- john.s.f.greenwood@cibc.com

- PETER WHITE, CFA

- Portfolio Manager, Investment Advisor

- (416) 369-8515

- peter.white@cibc.com

- CIBC Wood Gundy

- The Yorkville Branch

- 150 Bloor Street West, Suite 501

- Toronto, ON M5S 2X9 ]

[On screen: CIBC logo.

Underneath appears the text:

This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC Wood Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2016. ]

[On screen: CIBC logo.

Underneath appears the text:

CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. ]