FULL TESTIMONIAL VIDEO

[00:00:00] CIBC Private Wealth Logo displayed. Upbeat music starts playing, it continues in the background for the rest of the video.

[00:00:02] Text displays: “We asked our clients why they chose the Graves Financial Advisory Group”

[00:00:05] Text displays: “And this is what they had to say”

[00:00:08] [Paul Griffith Owner and President, Over the Edge Global displayed on the screen]. Paul is talking in front of the camera with his wife: Dennis and Jon have been always available, right? So whether it's first thing in the morning, whether it's an email at 4:00 in the morning, if I'm up. There's always a return phone call. There's always availability..

[00:00:18] Inaudible video displaying during Paul speaking.

[00:00:19] [Lygia Figueiredo Retired Regional Continuing Care Director, Nova Scotia Health Authority and Joe Figueiredo, Retired VP Sales, Merck Pharmaceuticals, on the screen].

Lygia: Well, they were eating and breathing financial. And so that gives me a level of confidence, saying that they're keeping in touch with what's going on.

[00:00:23] Inaudible video displaying during Lygia speaking.

[00:00:29] [Mark Warren, Partner EastPoint Engineering] Mark Warren: I worked in Poland for four years and there was quite a bit of tax planning strategy and investing strategy that basically it did put me in the position of today financially, which was fantastic.

[00:00:34] Inaudible video displaying during Mark speaking

[00:00:41] [Sue Griffith Owner, Over the Edge Global] Sue Griffith: It was really important for me to be included in the conversations and to understand what was going on, and both Dennis and Jonathan have been spectacular in making sure that I'm clear on our financial position and what accounts we have and what's happening with them. As well as just helping me understand our retirement plan.

[00:00:49] Inaudible video displaying during Sue speaking.

[00:00:59] [Marlene Warren, NSHA retiree] Marlene Warren: We've had a long relationship with first, Dennis is farther then Dennis and now Dennis and Jonathan. There's so much trust involved. I know it's just a phone call if I have any kind of problem and if they don't know the answer, they will certainly find out and let you know. I had no hesitation over the years recommending other people because I had such confidence.

[00:0:08] Inaudible video displaying during Marlene speaking.

[00:01:21] CIBC Private Wealth Management logo displayed with the CIBC Wood Gundy Graves Financial Advisory Group displayed on the same screen]

 

SUE & PAUL TESTIMONIAL

[00:00:00] CIBC Private Wealth Management logo displayed with the CIBC Wood Gundy Graves Financial Advisory Group displayed on the same screen]. Upbeat music starts playing, it continues in the background for the rest of the video.

[00:00:02] Text displays: “We asked our clients why they chose the Graves Financial Advisory Group”

[00:00:05] Text displays: “And this is what they had to say”

[00:00:08] [Sue Griffith Owner, Over the Edge Global] Sue Griffith: It was really important for me to be included in the conversations and to understand what was going on, and both Dennis and Jonathan have been spectacular in making sure that I'm clear on our financial position and what accounts we have and what's happening with them.

[00:00:15] Inaudible video displaying during Sue speaking.

[00:00:21] [Paul Griffith Owner and President, Over the Edge Global displayed on the screen] Paul Griffith: Dennis and John have been always available. Right. So whether it's an email at 4:00 in the morning, if I'm up. There's always a return phone call. There's always availability. There's a friendly voice on the other end of the line. You're not getting a recording. You're not getting the message machines. That along with the fact that there's appropriate information that they give you. They live in a very complex world. They take it from that complex world and they give it to you really simple, in small bites so understand it. And you don't feel stupid about asking those questions.

[00:00:26] Inaudible video displaying during Paul speaking.

[00:00:50] Sue Griffith: Because I ask a lot of those questions and every time you guys show the utmost patience. And you're happy to explain anything to me at any time, and I feel good about that. It's excellent.

[00:00:52] Inaudible video displaying during Sue speaking.

[00:01:03] CIBC Private Wealth Management logo displayed with the CIBC Wood Gundy Graves Financial Advisory Group displayed on the same screen.

 

 

WARREN FAMILY TESTIMONIAL

[00:00:00] CIBC Private Wealth Management logo displayed with the CIBC Wood Gundy Graves Financial Advisory Group displayed on the same screen. Upbeat music starts playing, it continues in the background for the rest of the video.

[00:00:02] Text displays: “We asked our clients why they chose the Graves Financial Advisory Group”

[00:00:05] Text displays: “And this is what they had to say”

[00:00:08] [Mark Warren, Partner EastPoint Engineering] Mark Warren: I worked in Poland for four years and it was quite a bit of tax planning strategy and investing strategy that basically put me in the position I'm in today financially, which is fantastic.

[00:00:12] Inaudible video displaying during Mark speaking

[00:00:19] [Marlene Warren, NSHA retiree] Marlene Warren: I had a house in Florida that I had to sell and investments that had to be transferred, and it was done seamlessly through all the help they gave us.

[00:00:25] Inaudible video displaying during Marlene speaking

[00:00:28] Mark Warren: I think the first thing that really comes to mind was my first house. And Dennis really helped me with a plan on how to finance and pay for it and allow me to pay off the house before I sold it. That was fantastic.

[00:00:33] Inaudible video displaying during Mark speaking

[00:00:41] Inaudible video displaying during Mark speaking

[00:00:41] [Scott Warren Owner, TayCar Electric] Scott Warren: The biggest impact with me was at a young age, having invested into the RRSP program. Then when I went to buy my first house, I was able to buy the house and take money from the RRSP homebuyers and have money for a down payment.

[00:00:51] Inaudible video displaying during Scott speaking

[00:00:55] Marlene Warren: I had no hesitation over the years recommending other people because I had such confidence.

[00:01:02] CIBC Private Wealth Management logo displayed with the CIBC Wood Gundy Graves Financial Advisory Group displayed on the same screen.

 

JOE & LYGIA TESTIMONIAL

[00:00:00] CIBC Private Wealth Logo displayed. Upbeat music starts playing, it continues in the background for the rest of the video.

[00:00:02] Text displays: “We asked our clients why they chose the Graves Financial Advisory Group”

[00:00:05] Text displays: “And this is what they had to say”

[00:00:08] Lygia Figueiredo Retired Regional Continuing Care Director, Nova Scotia Health Authority and Joe Figueiredo, Retired VP Sales, Merck Pharmaceuticals, on the screen

Lygia Figueiredo: So, yeah, it's been 30 plus years.

[00:00:10] Joe Figueiredo: Long time.

[00:00:11] Lygia Figueiredo: It's been a long ride. The most recent piece would be my retirement, which seemed to drag on forever. And there were lots of financial changes over that time. You were able to walk us through that and figure out what the best move was. And, yeah, we're happy for that. And we've had confidence from the very beginning because I think the Graves family, think you guys talked about financial issues constantly. It was the Sunday topic. You know, at the dinner table and so they were eating and breathing financial. And so that gives me a level of confidence, saying that they're keeping in touch with what's going on.

[00:00:12] Inaudible video displaying during Lygia speaking.

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[00:00:40] Inaudible video displaying during Lygia speaking.

[00:00:51] CIBC Private Wealth Management logo displayed with the CIBC Wood Gundy Graves Financial Advisory Group displayed on the same screen.