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Vancouver Island Advisory Group

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VANCOUVER ISLAND ADVISORY GROUP

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with almost 900 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

 

 

HOW WE CAN HELP YOU

 

Vancouver Island Advisory Team focuses on working with individuals, families and entrepreneurs in a direct personal setting that begins by capturing long-term objectives and priorities for your unique circumstances. This analysis includes tolerance for risk, potential family inheritance, and retirement planning.

 

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

 

  • Financial planning
  • Investment advice
  • Registered savings solutions
  • Estate planning
  • Business transition planning
  • Charitable giving

 

 

Vancouver Island Advisory Team

 
Joyce

Ryan Joyce, B.Comm., CIM®

Wealth Advisor
 
Veltri

Anna Veltri, B.Comm.

Financial Associate
Learn more

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
Woman on a couch looking at her laptop

ACCESS YOUR DOCUMENTS ONLINE, ANYTIME, ANYWHERE

With CIBC Wood Gundy Online, you can safely access your account statements and other documents online as soon as they are available. Contact us today to help you get access.

Contact us

Address

Vancouver Island Advisory Group Address
730 View Street
9th Floor
Victoria, BC V8W 1J8
Telephone number: (250) 361-2241

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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.