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Our Investment Advisors & Teams

Gale Wealth Advisors 

O’Brien Investment Group 

Finding the "right fit" with an Investment Advisor for you and your family

It is critical that your Investment Advisor's experience, personality and expertise aligns with what's most important to you.
 

Here are some key questions to consider when meeting an advisor:

  • What is your investment philosophy?
  • What other types of services over and above investment services do you offer (financial planning/ estate planning/ retirement planning)?
  • What is the cost for your services?
  • Is there a particular type of client that you work with (professional/ business owner/ retiree)?
  • What are your credentials?
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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.