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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Mark Lepine

  • Home
  • Meet With Us
    • Meet the Team
    • CIBC Wood Gundy
  • Approach
    • Overview
    • Understanding Your Goals
    • Building Your Plan
    • Ongoing Relationship
    • Our Process
    • Our Philosophy
  • Insights
    • Market Updates
    • Tax and Estate
  • Community
  • Contact us

Our Philosophy

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (780) 969-3433
Email Email us
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Our Philosophy

1) Investment Consulting

Investment consulting is the management of all the elements of your portfolio to maximize the probability of achieving what matters most to you. This includes evaluating performance and risk, setting the right asset allocation, and understanding the impact of costs and taxes. It is guided by an investment policy statement that keeps decisions consistent over time.

2) Advanced Planning

Advanced planning focuses on the strategies beyond the portfolio that can materially improve outcomes. We help enhance wealth through tax and cash flow planning, support effective wealth transfer to beneficiaries and future generations, and strengthen wealth protection through risk mitigation, legal structures, and insurance where appropriate. We also help clients structure charitable giving to maximize impact to causes that matter most to them.

3) Relationship Management

Relationship management is the ongoing work of keeping your strategy aligned as life changes. It includes proactive communication, regular reviews, and coordination with the trusted professionals already in your corner, such as your accountant and lawyer, so the plan stays connected and important details are not missed.

 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. Together with our CIBC partners we have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
A group of people in business attire discussing with an investment advisor

Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
A couple getting investment advice from their advisor

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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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.