Mark Roccatani & Sugi Kumaresan: How Our Partnership Can Serve You

As a team, we provide personalized services aimed at helping to preserve and enhance multigenerational wealth through bespoke lending plans.

Q&A with Sugi and Mark

Who are we?
As part of CIBC Private Wealth, Mark Roccatani, Region Head of CIBC Private Banking for Ontario, works together with Senior Wealth Advisor Sugi Kumaresan’s team at CIBC Wood Gundy to provide clients with bespoke lending options that are tailored to their specific needs. We believe in the power of teamwork when it comes to managing finances. Our partnership offers financing solutions that help ensure a more financially secure future for our clients, their families and their businesses.

What is bespoke lending?
Bespoke lending is a ‘client-focused’ approach to lending that results in tailored structures that support both a client’s needs while balancing a client’s overall borrowing and their cash flow demands. This service is ideal for unique or complex projects like real estate development, construction and large-scale projects that don’t fit the parameters of traditional financing options.

How does it work?
Unlike a generic loan-repayment plan, a bespoke lending plan is carefully structured around the client’s ability to repay the loan over time. This includes several flexible loan terms, such as repayment periods, interest rates and payment schedules. These terms also come with competitive interest rates that helps the client to save money over the life of the loan.

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What are the benefits?
Clients have access to expert and personalized financial advice that helps them make informed decisions. In addition: •Customized lending plans with financing solutions that are tailored to the client’s requirements, rather than being a one-size- fits-all approach. • A faster approval process, with most loans approved within a few days. This allows clients to access their funds quickly and efficiently.

For more information on this topic, please contact Sugithan Kumaresan, CFP, CIM, Senior Wealth Advisor

CIBC Private Wealth Wood Gundy 4110 Yonge Street Suite 600 Toronto Ont.

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. Sugithan Kumaresan is an Investment Advisor with CIBC Wood Gundy in North York. The views of Sugithan Kumaresan do not necessarily reflect those of CIBC World Markets Inc.

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