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

RW Wealth Advisory Group

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Investment Process

Address 126 Wellington St. West, Suite 100 Barrie ON, L4N 1K9
Telephone Number (705) 720-1406
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Investment Process

After meeting with our clients and taking the time to understand their unique financial needs, We develop a plan of action to achieve our clients desired goals. Whether it’s capital preservation in order to leave a legacy, or building their nest egg for retirement, our objective is to give our clients financial peace of mind.

 

  1. What is your financial objective? After our consultation, we determine your unique investment policy based on your goals and time horizon, and then work within your risk tolerance.
  2. What will your strategy be? Based on your objectives, we can recommend an investment strategy and use an asset allocation model designed to provide proper diversification, taking advantage of different market sectors. We use tax strategies to retain as much of your capital for retirement or generational transfer of wealth.
  3. What investments are right for you? At RW Wealth Advisory Group, we have access to world leading market research and best-in-class 3rd party managers at our fingertips. We work with you to identify an investment program and strategy that works with your asset allocation.
  4. Monitoring your portfolio. As your advisory team, we consult with you regularly to determine whether short or long term changes are needed in the asset allocation strategy or investments in your portfolio.
 
 
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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.