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

The PAC Financial Team

  • Home
  • About us
    • Meet the PAC Financial Team
    • Our philosophy
    • Testimonials
    • Blog
  • Services
    • Our solutions
    • Advisor Managed Account
  • Market insights
  • Newsletters and Resources
    • PAC Financial Team Newsletters
    • Library
    • Useful links
  • Community
  • Contact us

Testimonials

Address 5811 Cooney Road Suite 606 Richmond BC, V6X 3M1
Telephone Number (604) 270-6457
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Testimonials

" We feel incredibly lucky to have been introduced to your team. It has made such a difference in our lives to have your intelligent, efficient, and caring team behind our family as we age and as our children grow to maturity."

 

- Brenda S,   Retired

 

" As a national consumer organization, Investors-Aid sees the work of many advisors across Canada. In this context Neil Pope's investment advisory service is exceptional in terms of fair cost, advocacy of indexation and other proven strategies, administrative support, and in providing related services such as financial and estate planning. If we set up a directory of Canada's best advisors, this service would certainly be included."

 

- Garth Rustand, Executive Director Investors-Aid Co-operative of Canada

 

"Neil Pope has been managing my investments for over 25 years. Throughout this time, he has proven many times over that he has an encyclopedic depth of financial knowledge, and treats each individual and their needs with great enthusiasm and respect. I have been thrilled with the advice I have received, and earnings on my investments have been stellar even during tougher economic years. As the years passed, my husband, children, and Mother all opened accounts as well.

 

Neil has built an amazing team of advisors and staff. I recognize that they have all been helpful, kind, thoughtful, and spent a great deal of time getting to know each of the members of my family in order to provide the best financial planning advice. I would like to recognize Melanie Burns for her many areas of skill, and Cheryl Sy for her patience and deep knowledge of complex tax issues and Estate Accounts. More recently, Susan Christie has shown great diplomacy when dealing with my adult children's accounts.

 

I appreciate that the Pope Team goes the extra mile in assisting my family with questions and any concerns. This has included interacting with Accountants, lawyers, and the CRA when necessary.

 

I cannot thank the Pope Team enough for all it's work on our behalf. We will most certainly remain loyal clients of CIBC Wood Gundy's Pope Team. I would highly recommend their services to any potential new clients."

 

K Jochimski, Retired Teacher

 

"I moved my money to Neil Pope’s investment team during the early tumultuous days of the pandemic. Wasn’t planned just happened that way. And in spite of the fact that my capital had been hit hard by the stock market crash, and my money was out of the market for the sharpest part of the recovery, a year later my portfolio has never been in as good shape - you can have expertise, personal attention and lower fees."

 

S Draibye, Retired Lawyer

 

 

"The Pope Team at CIBC Wood Gundy’s Richmond Office have looked after my families portfolio for over 25 years and without fail every member of the team has been superb. They listen carefully to our investment needs, always give the best of advice and even in these tough ‘Covid times’, constantly look for ways to improve returns - returns which have been excellent over the years I have been with them. They also work well with my accountants and their own internal people to see that longer term retirement planning is robust."

 

A Wray, Businessman 

 

"We have been most fortunate to work with the Pope Team over the last two decades and continue to be impressed with the care and attention paid to us and our investments. We feel confident and assured no matter what the economic circumstances. Each Pope Team member brings diverse skills and knowledge to the table which only enhances the financial decision making and direction our investments take. In our dictionary, the Pope Team means "sound financial guidance with the utmost of integrity"."

 

- S McAndless, Retired Financial Advisor and P McAndless, P.Geo, FCG

 

" Excellent team as financial consultants. Very prompt service, which in return brings excellent account performance. We couldn't find comparable account advice or management to The Pope Team!"

 

- R Wells, Physiotherapist

 

" I must say that in all the years that I have been preparing tax returns, your team is the best I have seen in terms of providing stock disposition information required for income tax reporting in a complete and organized manner."

 

- J Dusangh, Accountant, Dusangh & Co Chartered Accountants

 

" They are most helpful and honest. Very willing to explain and advise us on our account. We have been customers of Neil's for many years."

 

- L Nilsson, Retired

 

" With my entire portfolio now in the hands of Neil Pope and The Pope Team at CIBC Wood Gundy, I sleep well at night. I have always found their advice to be intelligent, incisive, and geared to my best interests and long term objectives."

 

- W&B Davidson, Retired/School Teacher

 

" We have always been very happy with the availability of service and the financial advice given to us in such a friendly courteous manner. In particular, we trust Neil and The Pope Team completely."

 

- I Chester, Retired

 
 
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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.