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

Phil Broomes

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  • My Team and Partnerships
  • What We Do
    • Our Investment Process
    • Financial Planning
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Helpful Investment Tips

Helpful Investment Tips

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Phil Broomes

Book A Review

We are here to help whether you are looking for a review, second opinion or to gather more information about your self directed investments.

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Guidelines for Intelligent Investing

Always have a plan.

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Asset Allocation and Risk Tolerence

By identifying your risk tolerance you can develop an asset allocation strategy to meet your individual needs.

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Long-term Investing

The Importance of Staying Focused on the Long Term Picture

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Holdcos for investment purposes

Many Canadians own investment portfolios through a holding company (a “Holdco”) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?

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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.