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[0:00] Upbeat music starts lightly in background, continues through entire video.
[0:00] Jonathan Graves: At the Graves group we think there are three things that make us different. The first is our unique approach to portfolio management.
[0:05] Jonathan continues to speak through various images, background music continues.
[0:05] Jonathan Graves: My father Dennis holds the Portfolio Manager designation, that means he can make investment decisions on behalf of clients without having a verbal conversation before every trade. That really creates a unique level of customization for clients that many customers don’t get to experience in our industry. The second thing that we think sets us apart is our lengthy transition plan that we have in place. We’re currently in the ninth years of a fifteen year transition… 
[0:27] Jonathan continues to speak through various images, background music continues.
[0:27] Jonathan Graves: …which really allows our clients to build trust with the next generation of advisor who’s going to be managing their wealth. In an industry where the average age of advisor is 54, many of whom don’t currently have a transition plan in place, we think this is really beneficial for our clients. And finally, we believe that financial planning is a dynamic process that needs to be integrated into all life stages for our clients.
[0:50] Text displayed: learn more at gravesgroup.ca
[0:51] 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. Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) 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] Dennis Graves: Here at the Graves Financial Advisory Group, we are very much a family orientated business.
[0:05] Dennis continues to speak through various images, background music continues.
[0:05] Dennis Graves: I can remember back some thirty years ago in 1993 when John was born. I remember talking to my wife and saying “Lana I think I have a succession plan for my business.” Interestingly, funnily enough, here we are some thirty year later and John is now nine years into my succession plan that we expect to last fifteen altogether. What is wonderful is that I have had an opportunity to work with my son, I’ve watched him grow and watched him work with clients, and watched how clients have gravitated towards him. It’s a wonderful feeling to know that your client base is going to be well cared for long after you are gone.
[0:38] Text displayed: learn more at gravesgroup.ca
[0:40] CIBC Private Wealth Logo displayed along with text: 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.

 

PROMO VIDEO

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

[00:00:02] Jonathan Graves: We are the Graves Financial Advisory Group, one of Halifax's premier wealth advisory teams.

[Displayed on the screen: Jonathan Graves B.Comm., CFP, Investment Advisor. Jonathan is talking in front of the camera]

[00:00:10] Upbeat music starts playing, it continues in the background for the rest of the video. Inaudible video displaying.

[00:00:13] Jonathan Graves: As an experienced, growing family business with capacity for the right partners, we benefit clients who understand the value of professional advice while growing, protecting or transitioning the wealth they have worked extremely hard to build.

[00:00:17] Inaudible video displaying during Jonathan speaking.

[00:00:25] Words displayed on screen sequentially and line up with Jonathan’s excerpt above for emphasis: “GROWING, PROTECTING, TRANSITIONING.”

[Displayed on the screen: Cathi-Jo Meyers, BA, Client Associate. Cathy-Jo is talking in front of the camera]

[00:00:32] Cathi-Jo Meyers: Our passion is to educate and empower you along your journey.

[00:00:36] Dennis Graves: As your local investment professionals, we take great pride in the accountability that comes along with the strong personal client relationships.

[00:00:36] Inaudible video displaying during speaking.

[00:00:42] Inaudible video displaying during speaking.

[Displayed on the screen: Joanne McFeters, BComm., Client Associate. Joanne is talking in front of the camera]

[00:00:45] Joanne McFeters: We are very confident in the value that we offer while maintaining transparent and competitive rates.

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

[Displayed on the screen: Dennis Graves, B.Comm., CIM, Portfolio Manager. Dennis is talking in front of the camera]

[00:00:51] Dennis Graves: The Graves team appreciate your consideration and would love to help build the future you deserve.

[00:00:58] CIBC Private Wealth Management logo displayed with the CIBC Wood Gundy Graves Financial Advisory Group displayed on the same screen].