Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Our team
  • Process
  • Blog
  • Market research
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Andrew Pittet

  • Home
  • Our team
  • Process
  • Blog
  • Market research
  • Contact us

Process

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 508-3283
Email Email us
Email Email
Telephone Number Tel

Process

Step 1: Planning with a purpose

Every financial situation is unique. That’s why we begin with a thoughtful conversation to understand your goals, timelines, resources and comfort with risk. Investments should serve a purpose, not exist in isolation. Our goal is to understand what matters to you, then design a strategy to support it.


Step 2: Portfolio design

Using the same disciplined approach trusted by institutional investors, we build portfolios around strategic assets allocation because long-term results are driven more by structure than speculation. We diversify broadly across asset classes and geographies to create a stable foundation for long-term growth, while maintaining the flexibility to adapt as market conditions evolve.


Step 3: Staying on track

We conduct regular reviews to keep your strategy aligned with your goals and ensure you always know where you stand. Our role is to simplify complex investment decisions so you understand what you hold and why you hold it. With ongoing communication, we help you stay focused, confident and on track to achieve what matters most.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.