Business Philosophy
Concentrating on the financial and investment needs of affluent individuals and small businesses, we help our clients develop strategies to manage their personal and corporate finances. Stressing a long-term approach to investing, we emphasize financial planning to help our clients determine their financial needs and risk tolerance. Portfolio performance and client satisfaction are our primary business objectives. We pride ourselves on providing exceptional customer service to our clients.
We believe your wealth does not begin and end with the investments in your portfolio. It includes your family, your business interests, and your philanthropic pursuits. Our concept of wealth management keeps your total picture in view.
Accumulating wealth, like any great achievement, requires creativity, skill and perseverance. Wealth management takes into account all aspects of your family's finances – lifestyle, liquidity, taxes, legacies and business concerns, as well as investing. It develops solutions that address the totality of your Working together to achieve your financial goals
At CIBC Wood Gundy, successful investing begins with developing a personalized relationship between you and your Investment Advisor. Our number one priority is working on a personal level with each client in order to help you achieve your financial goals.
Our process begins with listening. We believe that there is no better investment than the time we spend getting to know you. With a thorough understanding of your situation, financial goals and risk tolerance, we can create a long-term financial strategy that custom fits your goals and investment style.
And it works both ways. By sharing our knowledge and experience with you, we empower your decision-making. Working with our partners in the CIBC Group of Companies, we can bring a wealth of global intelligence to your doorstep in ways that make sense to you and your vision.
We monitor and help you to manage your assets against your financial objectives, providing you with the relevant and objective advice you need to make informed decisions. Ongoing communication is critical to ensuring you maintain the best financial position possible.
CIBC Wood Gundy has provided wealth management services to generations of Canadians. In everything we do, we uphold the standards of excellence that have made the CIBC Wood Gundy name synonymous with Trust and Integrity. We are committed to always acting in your best interest, now and in the future.
