12543234_WG_IA_Brochure

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.