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

Barbu Wealth Management

  • Home
  • Who We Are
    • Our Team
    • Our Difference
    • Our Process
  • Who We Serve
    • Individuals & Families
    • Professionals
    • Business Owners
    • Institutional Investors
  • Wealth Management
  • Contact Us

Our Process

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5321
Email Email us
Email Email
Telephone Number Tel

Our Process

Becoming a Client


Discovery Meeting
We welcome you to meet with us to learn more about your financial situation and objectives. In addition, at your request we can provide a second opinion on any existing investment holdings you wish to have us review.


Wealth Management & Investment Proposal
Our team will present a personalized wealth and investment management strategy based on the information shared in the discovery meeting.


Account Opening & Transfer
Should you choose to proceed in working with our team, we will facilitate the complete transfer and account opening process for you.

 

 

Client Experience


Our approach extends across three key phases: wealth management planning, strategy implementation, and ongoing monitoring.


We pride ourselves on being available to you, allowing you peace of mind in knowing your wealth is being managed by a highly experienced team. Our aim is to ensure your wealth management strategy is continuously serving your wealth’s evolving objectives and purpose.

 
 
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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.