12543234_WG_IA_Brochure

CIBC WOOD GUNDY
WEALTH MANAGEMENT
We believe your wealth does not begin and end with the
investments in your portfolio. It includes your family, your
business interests, and your philanthropic pursuits. Our
concept of wealth management keeps your total picture
in view.
Accumulating wealth, like any great achievement, requires
creativity, skill and perseverance. Wealth management takes
into account all aspects of your family’s finances – lifestyle,
liquidity, taxes, legacies and business concerns, as well as
investing. It develops solutions that address the totality of
your concerns.
Our wealth management process begins with the
collaboration between you and your Investment Advisor.
Through the decisions we make together, a wealth
management strategy evolves to take on a distinctly
individual shape, reflecting your investment objectives
and aspirations.
Our experience has withstood the test of time. We
concentrate on the financial and investment needs
of individuals and businesses by helping you develop
innovative strategies to manage your personal and
corporate finances. We stress a long-term approach to
investing and emphasize financial planning to help our
clients determine their needs and risk tolerance.
ABOUT CIBC WOOD GUNDY
At CIBC Wood Gundy, successful investing begins with
developing a personalized relationship between you and
your Investment Advisor. Our number one priority is working
one to one with each client in order to help you achieve your
financial goals.
It begins with listening. We believe that there’s no better
investment than the time we spend getting to know you.
With a thorough understanding of your situation, financial
goals and risk tolerance, we can create a long-term financial
strategy that custom fits your goals and investment style.
And it works both ways. By sharing our knowledge and
experience with you, we empower your decision-making.
Working with our partners in the CIBC Group of Companies,
we can bring a wealth of global intelligence to your doorstep
in ways that make sense to you and your vision.
We monitor and help you to manage your assets against
your financial objectives, providing you with the relevant
and objective advice you need to make informed decisions.
Ongoing communication is key to ensure you maintain the
best financial position possible.
CIBC Wood Gundy has provided wealth management
services to generations of Canadians. In everything we do,
we uphold the standards of excellence that have made
the CIBC Wood Gundy name synonymous with trust and
integrity. We are committed to always acting in your best
interest, now and in the future.
Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy
Financial Services (Quebec) Inc. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. CIBC
Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry
Regulatory Organization of Canada.
John Jones
Investment Advisor
john.jones@cibc.ca
Tel: 250 000-0000
Main Street Branch
399 Main St, Suite 105
City, Province X1X 1X1
Tel: 1 888 000-0000

PERSONAL PROFILE
John is an Honours Bachelor of Commerce Graduate and
holds the Certified Investment Manager (CIM) and Fellow of
the Canadian Securities Institute (FCSI) designations. These
designations are amongst the highest attainable in the
financial services industry and ensure their designates are
skilled in such areas as investment management and valuation,
financial planning, portfolio design and management.
We are committed to always acting in your best interest,
now and in the future.
John is also qualified to provide insurance products and is
the Branch Manager of CIBC Wood Gundy in Thunder Bay.
John has made unparalleled service and the development
of comprehensive investment plans the cornerstone of his
business. Clients can expect to receive regular personal
contact, as well as newsletters and other information or
commentary regarding issues affecting their investment
decisions. With 14 years of business investment experience,
John has gained the trust of individual, corporate, and
business clients.
BUSINESS PHILOSOPHY
Concentrating on the financial and investment needs of
high net worth individuals and small businesses, John helps
his clients develop strategies to manage their personal
and corporate finances. Stressing a long-term approach to
investing, he emphasizes financial planning to help his clients
determine their financial needs and risk tolerance. Portfolio
performance and client satisfaction are his primary business
objectives. Jim prides himself on providing exceptional
customer service to his clients.
I take a pension-style approach
to investment management, using
diversification and rebalancing to take
advantage of market cycles”
-John Jones
A TEAM OF PROFESSIONALS
Dedicated client services, innovative solutions and
objective advice. I have the investment expertise and
planning experience to help turn your financial goals
into reality. I want to understand your goals and become
familiar with your financial outlook and preferences, so
that I can develop a tailored investment approach that
will put the worldwide capabilities of our firm to work
with you. With CIBC Wood Gundy, you will discover a
world of financial opportunity.
Dedicated client services, innovative solutions and
objective advice. I have the investment expertise and
planning experience to help turn your financial goals
into reality. I want to understand your goals and become
familiar with your financial outlook and preferences, so
that I can develop a tailored investment approach that
will put the worldwide capabilities of our firm to work
with you. With CIBC Wood Gundy, you will discover a
world of financial opportunity.
PLANNING FOR TOMORROW, TODAY
As a team, we deliver profitable and prudent advice, and
tailored solutions to our clients to fulfill their Investment
Management, Retirement Planning and Estate Planning
needs and aspirations. It is through Trust, Integrity and
Service that exemplary relationships are built with our
clients. Our clients have peace of mind knowing their
financial futures are being guided by a solid, personal
team using the financial strength, advanced technology
and breadth of global and local knowledge of CIBC
Wood Gundy.
PRODUCTS & SERVICES
• Charitable Giving
• Common Stocks
• Fee-based Accounts
• Financial Planning Services
• Fixed Income Products
• Insurance
• Mutual Funds
• RRIFs/RRSPs
Concentrating on the financial and investment needs of
high net worth individuals and small businesses, John helps
his clients develop strategies to manage their personal and
corporate finances.
We appreciate that above all else, the success of our relationship with you hinges on the quality of
your experiences with your CIBC Wood Gundy Investment Advisor.
It goes without saying that you expect the highest degree of expertise and integrity. In addition,
you deserve to work with an Investment Advisor who takes a genuine interest in helping you
achieve your financial goals – who sees you as an individual, and is committed to putting your
needs first.
We are here to exceed your expectations.