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Our Commitment to You

Address 4110 Yonge Street Suite 600 Toronto ON, M2P 2B7
Telephone Number (416) 229-5874
Email Email us
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The White Oak Wealth Commitment

Your goals, our guidance: a partnership for every stage of your life

At White Oak Wealth, we take the time to understand your story, values, and aspirations, ensuring that you feel secure, supported, and truly seen at every stage of life’s journey. By combining sound financial expertise with genuine care, we help you navigate both opportunities and challenges with confidence. Our collaborative approach is built on trust, integrity, and a deep commitment to your well-being, empowering you to make informed decisions and live life on your own terms, today and for generations to come.

Planning Roadmap
 

Our Commitment to You



Client Experience

Client Experience

  • A dedicated partnership is formed, committed to supporting you with care, clarity, and consistency
  • Personalized service and proactive guidance are delivered throughout your experience
  • You will feel informed and supported with our clear communication and prompt responses
Portfolio Management

Portfolio Management

  • Your portfolio is bespoke, built to serve your life and long-term goals, rather than simply chasing benchmarks
  • Your goals guide the process, with a thoughtful blend of active and passive strategies tailored to your unique needs
  • Strategic planning and tax-efficient solutions are combined to help maximize returns and minimize long-term costs

Financial Planning

Financial Planning

  • Your values and what matter most to you will form the foundation of your financial plan
  • You will benefit from a personalized, flexible plan that reflects your values and adapts as your life changes and support will remain by your side through it all
  • Your priorities serve as the guiding principle, with a commitment to personalized support
Fiduciary Commitment

Commitment

  • Integrity and transparency guide every interaction, with advice that is always clear and objective
  • You can trust that our guidance is provided with your interest at the root of every decision
 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.