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CIBC Private Wealth Management, CIBC Wood Gundy
Allan Bush Investment Team, Better Together.
CIBC Private Wealth Management, CIBC Wood Gundy
Allan Bush Investment Team, Better Together.
  • Home
  • Our team
  • About
    • Our philosophy
    • Our process & services
    • What clients say
  • Community
  • Blog
  • Contact us

Our process & services

Our process & services

Our process and services

So when it comes to your financial planning, we are an exclusive team that helps you achieve your goals with our unparalleled service. Like all good partnerships, we will work together to ensure your needs are met, today and tomorrow. Our motto is
“Better Together”. Here’s an introduction to our team of experts.

Eight steps to success:
1
Initial Meeting
An introduction to determine if there is adequate common ground to proceed.
2
Data Gathering
A collection of all pertinent information regarding your current situation, goals/objectives, and to identify potential barriers to success.
3
Discovery Letter
A complete summary and restatement, in a letter format, sent for the purpose of clarifying accuracy of information and understanding of any challenges.
4
Create the Plan
Exclusively created using all the pertinent information collected, we provide recommendations and alternate solutions that are focused on stated goals and objectives.
5
Plan Review
Discuss the plan in detail and agree to a strategy for implementation.
6
Implement the Strategy
Starting with immediate and urgent items with movement towards areas that will support medium- and long-term objectives.
7
Periodic Review and Revision
Because of our dynamic and continually changing environment, it is extremely important to keep the plan current by making revisions when and where necessary.
8
Active Due Diligence
We take a disciplined approach to investing, backed by thorough due diligence and a deep understanding of every holding. Our global research access and ongoing dialogue with fund managers and company leadership ensure every decision is well-informed and strategic.
Eight Steps Illustration
Our services
Planning
  • Life Insurance
  • Estate Planning & Long Term Care
  • Tax Planning & Minimization Strategies
  • Retirement Planning & Execution
  • Trusts & Holding Companies
  • Charitable Giving & Foundations
  • Individual Pension Plans & RCAs
  • Business Continuation & Succession
  • Wealth Transfer Management
Asset management
  • Institutional Money Management
  • Alternative Investments
  • Exchange Traded Funds
  • Annuity Products
  • Bond Laddering Strategies
  • Concentrated Stock Strategies
  • Executive Stock Option Planning
  • Foreign Exchange Trading
  • Stock Trading
  • Access to Leading Portfolio Managers
Other services
  • No Fee Self Directed RRSP
  • No Load Mutual Funds
  • Online Account Information with Research Capabilities
  • Educational Seminars
  • Monthly Market Report Newsletter
  • Monthly Client Seminar
  • Market Update Conference Calls
  • Daily Business Report on the Markets
  • Small Business, Banking and Mortgage Services through CIBC
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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.

 
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.