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CPWM Company Update – July 9th

As a company, the safety and well-being of our clients and employees is a top priority. With that in mind, our offices closed to implement work from home in early March – meaning we are just finishing week 18 at home!

As new challenges arise, we continually update and improve our IT solutions. While no-one could have foreseen what was coming, our overall IT preparations made it a seamless transition to a work from home environment, highlighting both secure work environments and secure internal collaborations. We ensured all employees were comfortable and equipped with the technology and hardware necessary to efficiently work outside the office. Additionally, our technology and compliance teams reviewed our existing procedures to confirm the protection and security of both client and employee information. This took some adjusting, as it did for everyone during these times, but the team has proven we can serve our clients just as effectively with each other’s support. CPWM feels as safe and efficient as ever. While we have no return date set, we have frequent discussions regarding what it will look like and how it may impact the business.

CPWM takes pride in our office culture, making it difficult to work in isolation, but we understand that now, more than ever, it is important to focus on the positives! We have daily morning catch-ups and weekly company happy hours, aiding in continued communication. Although there are not as many opportunities for quick chats, people are picking up the phone more and making that connection. We also had a baby boy and girl join the team and a new hire start a few weeks ago – we are continuing to grow!

We are supporting our employees and clients through these uncertain times. We understand that each person is experiencing their own challenges and dealing with the world’s events in their own way. One of our employees, Ellie Siks, shares her reflection below:

2020 is not the year that we all expected. This year has been full of uncertainty, fear, and pain for so many. However, this year has also brought so much love, compassion, and perspective. This time of quarantine has had its ups and downs for me. It has been difficult to not be able to see friends and family, to manage my anxiety, and to be unable to control the outcome of this pandemic. However, there have been so many silver linings that have come from this time as well. I was able to spend six weeks at home with my parents since I am working remotely. That time was so precious and a time I will always remember and cherish. I’ve also been able to explore some of my hobbies and interests more, re-learning guitar, reading, yoga, running, and cooking. This time has made me realize what is most important in life and has completely changed my perspective. Hold your loved ones close, do what makes you happy, and hold compassion in your heart for others.

What we desire above all is safety for our communities, cities, neighbors, and world. Here are a few tips we find helpful:

  • Stay positive and reflect on what you are thankful for
  • Stay hydrated
  • Get outside at least once a day
  • Prioritize your sleep
  • Do your best to separate work and home life

At the end of the day, we are all in this together. A sense of community is valuable and can provide some normalcy. We always want to hear from you, every question – no matter how big or small – is important, so please don’t hesitate to contact us.

Important Disclosure Information:

Different types of investments involve varying degrees of risk, including the risk of loss of your entire investment. Past performance is not indicative of future results. CPWM and its employees can give no assurance that the performance of any specific investment recommendation or investment strategy discussed herein, whether directly or indirectly, will be profitable, or that it will be equal to any historical performance level discussed herein. The discussion or information contained herein is not intended to be, and should not be deemed as, personalized investment advice. The recommendations made may not be suitable for your specific individual situation and we encourage you to discuss with your financial professional before undertaking any investment strategy or recommendation contained herein. The discussions contained in this blog is current only as of the date hereof and may change due to a number of factors, including varying market conditions.

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