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Client Service is my Calling
Jeanette Power

[Inspirational music plays]

[Jeanette Power walks out of the CIBC Private Wealth Gallery at CIBC Square.]

Deep and lasting relationships with anyone, regardless if it's a client, a friend or family member, all requires you to be interested in the person, and to actually care about what they're saying. 

[Jeanette Power
Senior Wealth Advisor
CIBC Private Wealth]

It's never about you. That naturally fosters a relationship with a client, and that's how I've built my business. 

[Jeanette talks to a colleague at a long table. A meeting with Jeanette’s team in a boardroom.]

I've just had an interest in people and listening to what's important to them.

A life advisor to me, is someone that the client can confide in, someone that the client can lean on in hard times. 

[Jeanette talks to a client in her office.]

You know, there's been many times that my meetings with clients actually never get to the investment part. 

[A hospital hallway. Hands with pens pour over documents.]

They may sit with me and confide in me that they've been diagnosed with an illness or that they're going through a divorce.

[Flowers adorn a gravestone. To women cut a wedding cake. A man kneels and proposes to a woman.]

I've been to many funerals, many weddings. You know, I'm often the first person they call when their child is engaged. 

[A man and woman embrace at their wedding. An aerial shot of a cemetary.]

So, life advisor to me, simply means someone that the client can count on, someone they can trust, someone who is there for them in the good times and the bad times. My role is really just to support them any way I can.

[A middle-aged businesswoman looks concerned in her office.]

You may have some people that are intimidated by the financial discussion. Some people will want to be spenders, some people will want to be savers. 

[A multi-generational family have a BBQ in a backyard.]

Regardless, it's a lot to do with how we were brought up, what we saw as children. 

[Jeanette works on a laptop in the CIBC Square cafeteria.]

My role is to help clients understand that, so that we can move forward and work on the goals, whatever that goal may be.

[A line chart graphic appears with the title, “Retirement plan” and the subtitle, “Investments.” 
 
The X axis measures time in 10-year increments from 2020 to 2050. 
 
The Y axis measures savings goals from 0 to 500k in 100k increments. 
 
A solid line goes from 0 to 500k by 2050. Semi-transparent circles roll up the line as it reaches 500k]   
 
[A woman sits on her couch and looks at her phone.] 

[A line chart graphic appears with the title, “Education plan” and the subtitle, “My goal timeline.” 
 
The X axis measures time in 5-year increments from 2020 to 2035. 
 
The Y axis measures savings goals from 0 to 100k in 20k increments. 
 
A curved solid line goes from 0 to 100k by 2035]   
 
[A college student sits on a bench in a lobby looking at her phone.] 

[A line chart graphic appears with the title, “Cottage plan” and the subtitle, “My goal timeline.” 
 
The X axis measures time in 5-year increments from 2020 to 2035. 
 
The Y axis measures savings goals from 0 to 100k in 20k increments. 
 
A solid line goes from 0 to 100k by 2035, then back down to 300k by 2035. A semi-transparent circle roll up as it reaches 100k]   
 
[A young woman stands outside a cabin] 

It may be retirement, to buy a cottage, to save for a house, plan for a wedding, fund a child's education. 

[Jeanette types in her office.]

By doing the financial plan and showing them the power of compounding and the power of time investing, that really helps alleviate a lot of the stress that they have inside them. Markets go up and markets go down. With a solid financial plan, my job is to make sure that as the markets become volatile, we’re stress testing these financial plans and with that, I can show clients that they are still on track because we're invested for the long-term.

[Jeanette talks to a client in her office. A framed Women Wealth and Wellness promotional document.]

The Women Wealth and Wellness event series came about as a collaborative effort. 

[A professional woman walks into a large building.]

We wanted to put together a series specifically for females – draw the female client out. Quite often we're so busy being caretakers – naturally, we look after people. 

[Jeanette drinks from a mug that says, “MOM. WIFE. BOSS.”, at her desk. Jeanette talks to a client in her office.]

We're mothers, we’re sisters, we’re spouses, we're partners, we run businesses. And we wanted something that we could do for them that was fun and educational at the same time.

[Screenshots of from the Women Wealth and Wellness promotional website.]

So, we came up with, Women Wealth and Wellness.

[Jeanette has a meeting with her team in a boardroom.]

I collaborate with CIBC’s team of experts, and I have to say, we are so fortunate to have the team that we have. 

[An advisor talks to a young couple. Jeanette talks to a client in her office.]

The financial planners that we have are some of the best I've ever worked with in the 25 years I've been with CIBC. They're amazing. So, when we sit down with clients, and because we are starting with the financial plan, from there we get into what's important to them.

So, we get into legacy planning, that often brings in our insurance specialists. 

[Images of luxury Canadian real-estate. Members of the CIBC Trust team walk through the lobby of CIBC Square.]

We get into the estate discussion, and then of course CIBC Trust. I often tell clients I have a financial plan. I work with CIBC Trust for my own estate. I have insurance. So, they know, whatever I'm bringing to the table for them is something I truly believe in because I've done it for my own family.

[“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. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.
 
Jeanette Power is an Investment Advisor with CIBC Wood Gundy in Mississauga. The views of Jeanette Power do not necessarily reflect those of CIBC World Markets Inc
 
Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.]

[CIBC Private Wealth logo] 
 
[CIBC Private Wealth services are available to qualified individuals.
The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.] 
 
[Recorded on August 25, 2023]