Financial Planning

CIB Private Wealth provides a wide range of financial planning services. Our goal is to construct the appropriate financial plan for you contingent on your short-term and long-term financial goals, your current situation (your assets and liabilities, expenses and income), and your level of risk tolerance. The steps taken are as follows:

• 1. Information gathering
• 2. Analysis
• 3. Recommendation
• 4. Implementation
• 5. Reviews

Our services include the following:

Wealth Management

• Cash flow Analysis and Planning
• Portfolio Construction
• Equity Analysis and Advice