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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Chambers Advisory Group

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Our process

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Our process

We employ a holistic wealth management approach with our clients. This allows our team to deliver bespoke financial solutions that minimize risk and maximize both your return on investment and your return on life.

 

Beginning with a thorough analysis of our clients’ long term objectives and goals, we carefully craft a wealth plan that serves as a bedrock for your financial future. Our proven six step process ensures the wealth plan we create and investments we recommend, evolve with the lives of you and your loved ones.

Our Six-Step Process

Our process begins with careful analysis of our clients’ long-term vision and results in a thorough, effective plan that evolves as they do. Using a six-step process, we are able to deliver carefully considered financial solutions. This conscientiously designed process allows our advisors to provide excellent client service and optimized recommendations.

 

 

 

1. Understand needs and goals by gathering information about you, your family and your business. 

2. Assess and analyze your current situation and compare it to your financial goals.

3. Develop recommendations to close the gap between where you are and where you want to be.

4. Document and present a personal financial strategy to achieve your goals.

5. Implement your financial strategy while drawing on a team of professionals when appropriate.

6. Monitor and review your personal strategy on a regular basis through scheduled reviews

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.