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

Madams Advisory Group

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    • Our team
    • Our partners
  • Why us
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    • Our process
    • Client case studies
    • Testimonials
  • Portfolios
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Client case studies

Address Richardson Building, One Lombard Place 10th Floor Winnipeg MB, R3B 3N9
Telephone Number (204) 946-9841
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Client case studies

Guiding clients towards their goals

A couple meeting their advisor

Late 30’s couple

Late 30’s couple as young serial entrepreneurs, our clients were excited to celebrate their first $100 million dollar ‘exit’. For over ten years they had educated millions of people around the world on how to use technology, now they had questions and were looking for advice.

Our team worked with their other trusted advisors (accountants/lawyers) to ensure that tax was minimized at the source. Once completed, our next task was to design & implement an investment portfolio that would account for their current income needs while enabling the assets to grow into the future.

We used our Madams Advisory Group portfolios, coupled with strategic alternatives to accomplish a well-designed Total Return Portfolio. Rounding out the experience our group has leveraged the private banking offering allowed to CIBC Wood Gundy clients as well as Estate/Financial planning

We are thankful for the opportunity to work with clients who have placed their trust in our group.


Elderly couple holding hands smiling in a kitchen

Late 70’s couple

As a retired business owner our client was looking to replace the income generated from operating the family real estate portfolio.

Our team worked alongside their accountant to ensure that all (all of the assets or all assets?) the assets were in the correct account types, utilizing registered retirement savings plans, retirement income funds, tax free savings accounts, corporate investment accounts, charitable giving accounts, and taking advantage of the capital dividend account to minimize taxes today and into the future.

We have used multiple Madams Advisory Group strategies in conjunction with tailored investment solutions to maximize return, while keeping a balanced approach to investing.

We helped arrange meetings with a Lawyer to ensure a proper Will and corporate planning is in place for their adult children.


A woman discussing with her client

A Manitoba foundation & ultra high net worth family

As retired successful business owners, the clients were looking for a group they could trust with their personal assets as well as their foundation. The foundation has monthly obligations as well as numerous requests for gifts throughout the year. This presented a challenge as we had to ensure safety of assets while maximizing regular income. On top of this request was the management of family member assets and corporate assets.

Using our Madams Advisory Group portfolio’s as well as unique ‘defined outcome’ strategies we’ve been able to meet the demands of the foundation, as well as grow the asset base for the family members and corporation.

Recently we’ve been able to incorporate private banking with the family and look forward to designing a clear financial portrait for each family member as succession planning continues.

 
 
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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.