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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
  • Team
    • Our team
    • Our partners
  • About
    • Our philosophy
    • Our process & services
    • What clients say
  • Community
  • Blog
  • Contact us

Our process & services

Our process & services

Protecting and Conserving Your Wealth

We have developed a defined process that allows us to work directly with each client to create customized strategies and solutions.

Following this disciplined process focuses on our clients’ short-, medium- and long-term objectives and positions them to benefit from our comprehensive approach to consulting and wealth management. Through each step, we discover, strategize and implement the right plan to grow, protect and conserve wealth.


Eight Steps to Success:

 

Eight steps to success listed below

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

An important aspect of our approach is our commitment to due diligence and our “know who we own” mentality. We have years of experience analyzing investments and our access to global research allows us to conduct complete due diligence behind every investment across our practice. Open communication with management teams and consistent dialogue with active fund managers and industry analysts ensure decisions are always calculated and informed.

 

Our Services

Planning

A briefcase with a check mark on it

  • Life Insurance
  • Estate Planning & Long Term Care
  • Tax Planning & Minimization Strategies
  • Retirement Planning & Execution
  • Trusts & Holding Companies
  • Charitable Giving & Foundations
  • Individual Pension Plans & RCA’s
  • Business Continuation & Succession
  • Wealth Transfer Management

Asset Management

Two puzzle pieces

  • 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

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  • 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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Team

We are an exclusive team that helps you achieve your goals with our unparalleled service.

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Philosophy

We have a different way of thinking about investing that is effective in any market cycle.

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Process

We have developed a defined process that will allows us to work directly with each client.

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Community

We have a strong belief that partnership goes beyond the business and into the community.

 


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Contact us

150 Caroline Street South, 3rd Floor,
Waterloo, Ontario, N2L 0A5, Canada

Phone: (519) 883-5353

Toll free: 1 (800) 891-1004

Fax: (519) 888-6887

allan.bush@cibc.ca

 

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 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.