Becoming a Client

When planning for the future, it's important to take the many aspects of your financial picture into account. That means getting to know you, and understanding what you want out of life.

It means being in touch when and how you want. Above all, it means giving you peace of mind that you are going to reach your goals.

That's what we deliver through our time-tested Process.

We first develop a thorough understanding of your personal financial situation and individual life goals through an initial meeting. This first meeting can take place at our office, your home or place of business, and usually lasts about an hour.

We then present your Written Financial Plan, along with Personalized Advice and Solutions, at a second meeting.

Our Investment Recommendations are based on the following:

1. Our Investment Philosophy, rooted in extensive financial market experience.

2. Your tolerance, need, and desire for risk.

3. Your preferred investment style, either passive, active, or a combination of both.

This entire Process is provided free of cost or obligation to you.

If you decide to follow our recommendations, we will implement your plan by drawing on our partners within CIBC Wood Gundy.

We then Service your progress, to ensure your strategy remains on track.

If your account is with another company, we take care of transferring it to CIBC Wood Gundy and cover all transfer fees.

When you join our family of clients, we believe the relationship will last a lifetime.