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

Doyle Jacobs Advisory Group

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Your worries

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (855) 420-6228
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What do you lose sleep over?

We all have read a study or two that speaks to the stress that financial worry can trigger. It is our experience at Doyle Jacobs Advisory Group, that financial stress comes in two forms... the unplanned and the unexpected. They may sound similar but they are very different.

Everyone has a financial worry. Doyle Jacobs Advisory Group helps you prepare.

Debt is a large source of concern. Yet less than 40% of the population has a financial plan to resolve debt loads. The unplanned or, more accurately, those without a financial plan under regular review increase their concerns, as they wander from paycheck to paycheck without a destination regardless of income level.

The unexpected comes up when your financial plan is too narrow. Emergency funds, health planning, job loss or the need to assist a family member unexpectedly, can stress your longer term needs. While difficult to plan for, there are often solutions. The families that we advise, think of us when they have a financial worry or question to answer – anytime and anywhere. We all know the stress that financial worry can trigger. It is our experience at Doyle Jacobs Advisory Group that financial stress comes in two forms... the unplanned and the unexpected. They may sound similar but they are very different.

The path to worry free finances begins with a strong relationship with an advisory team that anticipates the common, ‘unexpected’ road bumps on your journey to financial freedom. Advice can make a real difference according the Financial Planning Standards Council of Canada and Doyle Jacobs Advisory Group.

 

Both my wife and I were overwhelmed when it came to planning for our financial independence. I received a one-time retirement proposal from my company which was confusing so I needed help to analyze the information to see if I could retire. Thank goodness I found an Advisor that I trusted who could apply their experience and knowledge to my specific situation. They were very patient listening to our expectations, our attitude to risk, and using plain English with their investment solutions. Hard to believe that I have been retired 10 years now thanks to their advice I have no worries about receiving a steady income for life. They helped sail me calmly through murky waters and rough seas.

R, Happily Retired

 
 
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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.