What experience do you have in the financial industry?
The Power Investment Team has over 30 years of experience in the financial industry. We specialize in helping long-term investors and their families develop, implement and manage their investment portfolio. This is done by utilizing a customized financial plan, asset allocation and risk adverse investment policy.
As my Investment Advisor, what can I expect from you?
You can expect that a vision and guiding principles govern all of our operations and that our first principle is to make our clients the focus of everything we do. We will provide the one to one expertise you need to make informed decisions about your assets – according to your priorities.
We are not tied to any particular set of solutions, strategies, or financial vehicles, our advice is unbiased and always in your best interests. We work with you to gain a deep understanding of your unique financial and personal situation and then incorporate your vision into a comprehensive financial strategy.
What types of fees can I expect to pay for your services?
We offer a comprehensive array of investment and insurance products and services with a variety of fee arrangements. Increasingly, we find that our clients prefer a fee-based approach. We recommend that you kindly contact us to find out about the fee options that are available.
What standards are you expected to uphold as an Investment Advisor?
As an Investment Advisor, we must uphold the standards for licensing and continuing education mandated by the Candian Investment Regulatory Organization (CIRO), as well as any other relevant regulatory or professional body. We also follow our own set of guiding principles that governs our relationships with clients and that call on us to engage in a process of continuous improvement.
What documentation will I receive about my investments?
When you begin your relationship with us, you will receive a comprehensive Welcome Kit that details our services and obligations to you. Within this kit, you will find information about how we report on an ongoing basis about your investments with us, as well as any tax-related documentation that will be sent to you.
What research do you offer to help me make investment decisions?
As a CIBC Wood Gundy client, you will have access to the highly respected research of CIBC World Markets and CIBC Woody Gundy's Investment Strategy Group. This will give you information on hundreds of companies worldwide, adding value to your investing experience with us.
How secure are my investments with CIBC Wood Gundy?
CIBC Wood Gundy (through CIBC World Markets Inc.) is a member of the Canadian Investor Protection Fund (CIPF), a trust financed by Candian Investment Regulatory Organization (CIRO). CIPF was created by the investment industry to ensure that client assets are protected- within defined limits- if an investment dealer who is a CIPF Member becomes insolvent.
Do you have minimum portfolio sizes?
Yes, the minimum portfolio size is approximately $1 million in investable assets, however, exceptions are made for referred clients.
Where are your clients located?
The Power Investment Team has clients in the provinces of Alberta, British Columbia, Nova Scotia, Ontario, and Quebec, as well as international clients.
