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The Graves Financial Advisory Group

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Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 457-4003
Email Email us
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What am I paying for?

Traits of Impactful Wealth Advisors

Jonathan reviews the top qualities we feel a helpful wealth advisory team should possess.

 

[0:00] Upbeat music starts lightly in background, continues through entire video.
[0:00] Jonathan Graves: At the Graves Group we believe there are three important personality traits every successful wealth advisor should have. Integrity, be a great communicator and empathy. When interacting with clients always do so in an honest and relatable manner, and do so with the utmost integrity.
[0:17] Text displayed: learn more at gravesgroup.ca
[0:19] CIBC Private Wealth Logo displayed along with text that reads: CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.


 

[0:00] Upbeat music starts lightly in background, continues through entire video.
[0:00] Jonathan Graves: At the Graves Group we believe there are three important personality traits every successful wealth advisor should have. Integrity, be a great communicator and empathy. When interacting with clients always do so in an honest and relatable manner, and do so with the utmost integrity.
[0:17] Text displayed: learn more at gravesgroup.ca
[0:19] CIBC Private Wealth Logo displayed along with text that reads: CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.


 

Back to Video
 

Top Reason Clients Pay Us

Jonathan reviews one of the many ways we provide value for the costs our clients pay.

 

[0:00] Upbeat music starts lightly in background, continues through entire video.
[0:00] Jonathan Graves: Clients pay us. Here’s why.
[0:02] Jonathan continues to speak through various images, background music continues.
[0:02] Jonathan Graves: During the most difficult times, with the most uncertainty, we’re the voice of reason on the other end of the phone that keeps you from making the worst possible decision at the worst possible time.
[0:12] Text displayed: learn more at gravesgroup.ca
[0:14] CIBC Private Wealth Logo displayed along with text that reads: CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.


 

[0:00] Upbeat music starts lightly in background, continues through entire video.
[0:00] Jonathan Graves: Clients pay us. Here’s why.
[0:02] Jonathan continues to speak through various images, background music continues.
[0:02] Jonathan Graves: During the most difficult times, with the most uncertainty, we’re the voice of reason on the other end of the phone that keeps you from making the worst possible decision at the worst possible time.
[0:12] Text displayed: learn more at gravesgroup.ca
[0:14] CIBC Private Wealth Logo displayed along with text that reads: CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.


 

Back to Video
 

We truly embrace our fully transparent management fees – clients know what they’re paying for. It shows on their statement every month; so they can make an informed decision about whether or not it makes sense to continue paying for our services or not.

In the event a client find themselves dissatisfied with our services, the fee would stop. There is no cost associated with transferring to another institution. 

Learn more

Value add: sound advice, planning, services, peace of mind, consistent and fair treatment with regard to portfolio management and investment ideas. Learn more

 

While glove on a gold door handle


• No trading costs
• No exit fees
• No embedded costs
• No account administration fees


We take pride in the fact that you know exactly what you are paying for, and the services you are receiving for this.
Our interests are aligned with our clients. 
Portfolio management costs are based on the average daily balance of your account. 
 

Fee calculation is as follows:
((Daily closing balance of account) * ((1/365)*Client Annual Fee Rate)) + HST


Fees are charged monthly in arrears. You are paying for services already rendered, not future services.

 

Jonathan Graves sitting in a chair 

 

Joanne McFeters in a chair

 

 

 

 

 

 
 
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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.