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Doyle Jacobs Advisory Group

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Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (855) 420-6228
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Events

A Look at the Year Ahead

Dec 06, 2022 01:00 PM Eastern Standard Time - Dec 06, 2022 02:00 PM Eastern Standard Time

Economic Outlook, Market Opportunities and Tax Planning Strategies

Increasing rates, inflation, and supply chain constraints have all had a significant impact on the economy this year and may be setting the stage for a recession. What does this mean for you and how does it affect the market outlook for the next year?

Our experts share their thoughts on the economic outlook, how markets will react and what it means for your portfolio as well as key tax planning strategies to help you optimize your wealth for you and your family.

RSVP

Taking Care of Market Volatility

Jul 12, 2022 02:00 PM Atlantic Daylight Time - Jul 12, 2022 02:45 PM Atlantic Daylight Time

Please join us as we discuss the current market outlook, the fixed income market, key opportunities at present, and the overall market sentiment and behavior.

RSVP

UPDATE: 2022 MARKET OUTLOOK

May 11, 2022 02:00 PM Atlantic Daylight Time - May 11, 2022 03:00 PM Atlantic Daylight Time

We will be joined by Shawn McIntaggart, Senior Vice President of Capital International Asset Management (Canada), Inc., who will share his perspective on investments and the current environment using Capital Group products. Capital International Asset Management (Canada), Inc. is part of Capital Group, a global investment management organization with extensive resources and more than 85 years of asset management experience.

RSVP

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We build you a financial roadmap

Doyle Jacobs Advisory Group understands that your personal financial matters can often feel like that constant New Year’s resolution that becomes more difficult to achieve yet at the same time, more important to get done.

 

 

Brady Doyle – Homepage

 

The important part of my job is to actually really take time to actively listen to my clients and to try to look beneath the surface to try to uncover what's really important to them so that whether that could be having a very comfortable retirement, helping with their children or grandchildren's education, helping pay down debt, charitable giving, things of that nature. Whatever might be important to them.

 

We have the resources here available to us, so if I want to do financial planning for a client, I bring in the financial planning specialist. If I want to do estate planning for the client, I'd bring in the estate planning specialist or CIBC Trust or CIBC Private Banking. We have a very cohesive team, we work very well together and at the end of the day it's important that clients feel that they have different resources to call upon.

 

I think the thing that differentiates myself and my team would be that we focus a lot more on the wealth management concept. We really take time to listen to what's important to clients, help them create a financial vision for themselves, and then a road map on how to make that vision become a reality. I get a great deal satisfaction meeting with clients and be able to deliver exactly what they're looking for from us. At the end of the day they get a great deal of comfort leaving with a sense of relief that, hey, they're gonna be okay and their financial future is in good hands.

Brady Doyle – Homepage

 

The important part of my job is to actually really take time to actively listen to my clients and to try to look beneath the surface to try to uncover what's really important to them so that whether that could be having a very comfortable retirement, helping with their children or grandchildren's education, helping pay down debt, charitable giving, things of that nature. Whatever might be important to them.

 

We have the resources here available to us, so if I want to do financial planning for a client, I bring in the financial planning specialist. If I want to do estate planning for the client, I'd bring in the estate planning specialist or CIBC Trust or CIBC Private Banking. We have a very cohesive team, we work very well together and at the end of the day it's important that clients feel that they have different resources to call upon.

 

I think the thing that differentiates myself and my team would be that we focus a lot more on the wealth management concept. We really take time to listen to what's important to clients, help them create a financial vision for themselves, and then a road map on how to make that vision become a reality. I get a great deal satisfaction meeting with clients and be able to deliver exactly what they're looking for from us. At the end of the day they get a great deal of comfort leaving with a sense of relief that, hey, they're gonna be okay and their financial future is in good hands.

Back to Video
 

Your Financial Service Experience

What we do is very important. How we do it is the most important. We commit to our client community to:

  • Respond within 24 hours of your inquiry and provide a follow-up within 36 hours, if required

  • Conduct financial reviews while ensuring transparency and clarity about solutions at least annually, if not more frequently
  • Work with you to develop a comprehensive financial and estate plan that creates a clear financial vision and roadmap for your family’s future
  • Introduce you to our professional partners when warranted to ensure you receive the expert advice you deserve, as defined by you

When we speak with our clients, at first it begins with a specific discussion about a tax, investments or other financial issues. We move from that moment to the bigger picture, referred to as the ‘bucket list, wish list or shoebox of concerns.

 

Our clients enjoy success every day… as entrepreneurs, family nurturers, young families, business people, civil servants or new home owners and more. Together we build a financial roadmap on one page and from that point, we measure our success as we journey towards your financial certainty.

 

We start with what is personal to you

Your Financial Roadmap

Your financial journey begins by discovering the things that are most important to you, then developing a pathway to help accomplish these objectives.

Our community knows our level of commitment. We are committed to our community and their hopes, dreams, causes and concerns.

Each family’s financial roadmap is different and dynamic. We sit down and in very simple terms – listen.

We provide you with a financial vision statement on ONE page.

Most folks find financial services complex and impersonal … we start with what is personal to you. One page with your financial hopes and dreams

Click here to see Doyle Jacobs Advisory Group Roadmap.

 

The Brady Doyle Advisory Group Roadmap

 

Contact us

Address

1969 Upper Water Street, Tower Two
Suite 1801
Halifax, NS B3J 3R7
Telephone number: (855) 420-6228
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.


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