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

The Michael Fahy Group

  • Home
  • Team
    • Our team
    • Our Values & Beliefs
  • Services
  • Discretionary Management
    • Managing Your Portfolio
    • Disciplined portfolio management
  • Resources
    • Common Forms
    • Market Reports
    • FAQs
    • Free eBook - Canadian Preferred Shares August 2018
    • Free eBook – Planning Your Legacy
  • Contact
 

Our Values & Beliefs

Our Values & Beliefs

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Ensuring Strong Relationships

A family consult in the kitchen

 

  • Integrity – Our greatest pledge to our clients is that they will be given the highest quality advice, tailored around their individual circumstances, that is truly independent, accountable, knowledge based and founded on the ethics of integrity and trust.
     
  • Confidentiality – Confidentiality is one of the cornerstones of our practice. We will maintain the highest level of confidentiality for all information entrusted to us by our clients.
     
  • Professionalism – In all aspects of our practice we strive to be professionals. We believe that professionalism is a way of life that pervades all we do from the simplest to the most complex of tasks, both in and out of the office.
     
  • Accountability – Accountability is about taking responsibility for our actions and doing what we say we will. We seek to be accountable for our activities and strive towards excellence in the pursuit of our role for your family.
     
  • Caring – Our practice is about caring for the people who entrust us to aid in the on-going management of their assets. Genuine caring begins with seeking to understand each of our clients before seeking to be understood.

OUR SERVICES

A client’s financial needs go far beyond just investments. Worthwhile goals take time and planning to reach.

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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.