FREQUENTLY ASKED QUESTIONS

 

Q1. Are you taking on new clients?

We seek relationships that are the right fit. That is, relationships in which the individual’s priorities, needs and financial complexity align with our offering.

We most commonly see value in partnering with multigenerational families, business owners and professionals. We’re also able to provide specialized insight to women navigating transitions, First Nations communities and U.S. citizens living in Canada.

 

Q2. What are the next steps?

If you would like to learn more about what we can do for you, or if you would like a second opinion on an important financial decision, we encourage you to reach out to us via phone or email.

We will work to understand your needs and perspectives before offering any initial insight. For those who would like to move forward, we take a deeper dive and gain a more complete understanding of your financial and personal circumstances.

 

Q3. In which languages do you serve clients?

English and French.

 

Q4. What makes you different?

We are a multigenerational wealth advisory team and a group of well-credentialed professionals who, for generations, has been helping CIBC clients preserve their prosperity through major transitions.