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

Pryde Financial Group

  • Home
  • About us
    • Our Difference
    • Our Team
    • Our Process
    • Our Investment Beliefs
  • Who we serve
    • Executives & professionals
    • Business owners
    • Farmers
    • High net worth individuals
    • Women and their wealth
    • Client Testimonials
  • Insights
    • Articles and Reports
    • Videos
  • Community
  • Blog
    • Blog
  • Contact us

Our Process

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (800) 265-5982
Email Email us
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Our Process

 

Pryde Financial Group 

 

Our wealth management process is holistic, collaborative and dynamic.  It is designed to empower our clients by providing them with clear solutions to grow, protect and distribute their wealth.

Our practice is structured around much more than investment advice.  Before we provide any guidance, we seek to combine our deep knowledge of financial markets with a rigorous understanding of what matters to you most.  

 

Our Wealth Management Process - Infographic

                                                                                                  

Step 1: Discover

Our work begins with you and not your money. We uncover your story and what makes you unique. Only after gaining an understanding of your life and your dreams and fears do we start to define your goals, acknowledging that the future is fuzzy. We then seek to clarify your financial objectives, constraints and risk tolerance.

 

Step 2: Develop

We work with you to create a holistic financial plan. This is a collaborative process with you and your existing advisors and we introduce specialists where appropriate. We will prepare a proposal for you that outlines our recommendations in several key areas. We also clearly state the costs involved in working with us. Our fees are always transparent.

 

Step 3: Implement

If you are ready to work with us, we will begin to implement the priorities set out in your financial plan. Our administration team will open your accounts, connect you with our digital technologies, and ensure your future communication expectations are understood.

 

Step 4: Reassess

To us, wealth management is not an event, rather it is a dynamic process. We monitor your portfolio and keep you informed through regular communication and reviews. Priorities and perspectives change and sometimes life-changing events necessitate adjustments to your plans.

 
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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.