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Piccoli Wealth Management

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Our Fees

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 847-6344
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Our Fees

With  Piccoli Wealth Management, you pay a management fee based on the total market value of the assets we manage for your household.

Your fees pay for the full range of services and benefits offered by Piccoli Wealth Management and CIBC Wood Gundy, including financial planning, estate planning, portfolio construction and management, monitoring and rebalancing, research and re-evaluation, customized portfolio reviews and reporting, tax reporting, and fitness and longevity coaching.

 
 
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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.