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

Madams Advisory Group

  • Home
  • About us
    • Our team
    • Our partners
  • Why us
    • Our values
    • Our process
    • Client case studies
    • Testimonials
  • Portfolios
  • Market insights
    • Market viewpoint
    • Video
  • Resources
    • When to Consider a Wealth Management Team
    • Financial Steps to Consider During Divorce
    • A Guide to Planning
  • Contact us

Our process

Address 1 Lombard Place 20th Floor, Suite 2000 Winnipeg MB, R3B 3N9
Telephone Number (204) 946-9841
Email Email us
Email Email
Telephone Number Tel

Our process

A Consistent & Continuous Investment Process

Coordinating our team and partners’ knowledge and resources to manage wealth

1. Discover

  • Understanding your financial goals, potential obstacles and preferences

  • Identifying your interests, if any, in our HNW services beyond investing

  • Gathering documentation

  • Opening dialogues with your accountant and attorney, if required

2. Creative Stage

  • Personalized financial plan

  • Investment portfolio

  • HNW services

  • Implementation and transition schedule

  • Working together – briefings and reviews

3. Market Research

  • Initiate the financial plan

  • Phase in the investment recommendations

  • Enroll in HNW services

  • Send transfer forms, consolidate assets

  • Review the forthcoming client statements

4. Project Launch

  • Monitor progress according to the plan

  • Adjust the plan and investments when needed

  • Inform you, your accountant and attorney of anything you should be aware of

  • Help you navigate your options of complex wealth

We will continue to have bull and bear markets – these are the five rules that will guide our investment decisions in all markets.

  • MAINTAIN OBJECTIVITY
  • MANAGE RISKS
  • COMPREHENSIVE DISCOVERY
  • COSTS MATTER
  • TAX SMART INVESTING
 
 
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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.