We recognize that choosing a wealth advisor is no easy feat. With thousands of advisors amongst a myriad of firms to select from, we believe the decision requires careful consideration.
Navigating financial markets and the complexities of tax and estate planning can be challenging. We've recognized that our success comes from listening carefully to our client's needs, collaborating with our team of experts to implement personalized solutions and building enduring personal relationships centered around trust.
In addition, we believe there are five key reasons why clients enjoy working with us:
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Over 75 years of combined experience and expertise of helping clients reach their financial goals
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Access to CIBC’s vast breadth and depth of resources and specialists to cover all aspects of your current and future financial needs
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Unwavering commitment to doing what’s right for you and your loved ones by providing independent, objective advice along with access to world class professional investment managers
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Support by a dedicated team of three outstanding professionals committed to providing you with the highest level of personalized client service
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Unparalleled technical expertise drawn from various designations, accreditations and degrees including:
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Two Chartered Investment Managers (CIM®)
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Personal Financial Planner (PFP®)
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Certified Financial Planner (CFP®)
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Certified International Wealth Manager (CIWM®)
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Fellow of the Canadian Securities Institute (FCSI®)
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Life Insurance license (LLQP)
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Two licenses in Options & Derivatives trading
We're happy to connect
If pleased with our team and the type of relationship we look to build, contact our office to start the conversation and discover how having a private team can elevate your wealth management experience.
Start the conversation here
