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

The Power Investment Team

  • Home
  • About us
    • Our team
    • Our approach
    • FAQ's
    • Resources
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  • Services
    • Our solutions
    • Investment Consulting Service
    • Portfolio Partner
    • Investment philosophy
  • Education
  • Market insights
  • Empowering Women
  • Contact us

Investment philosophy

Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 804-2240
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Investment philosophy

Our Philosophy

Building trusted relationships with you and your family to deliver services designed to help you on your financial path to achieve your goals.
 

Our Process

1)  We uncover your story and what makes you unique.
2)  We work with you to create a financial plan.
3)  Initiate your personal road map.
4)  Monitor progress on your financial goals.

 

 

Our Commitment To You

The Power Investment Team offers portfolio guidance through an innovative suite of investment solutions that provide our clients with independent advice on financial, retirement, estate and inter-generational wealth transfer strategies.
 

Recognizing no two clients are alike we are not tied to any particular set of solutions, strategies, or financial vehicles, our advice is unbiased and always in your best interest. 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.
 

Guiding principles are the foundation of our culture and the driver of our business direction. Our goal is to make the client the focus of everything we do and to demonstrate integrity and respect by practicing open, honest communications and fair business practices. Our success is based on trust, respect and valued relationships with our clients and with each other and our ability to access the unified leadership, stability and expertise of the company as a whole.
 

We endeavor to build positive working relationships with our clients and their families. Our extensive questionnaire and hands on approach enables us to develop a better understanding of your family and business challenges and opportunities. A consultative approach to both personal and business wealth management allows us to appreciate the big and small picture issues. Our goal is to establish long-term relationships with our clients and their families so long-term solutions may be found and applied. We pride ourselves in maintaining our present relationships over long periods of time and look forward to embarking on new relationships for the long term.
 

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.