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

Vern Phaneuf, CPA, CA, CIM, CFP, FCSI, B.Comm.

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About us

Meet the Team

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CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with 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 over 800 advisors in more than 100 locations across the country, we continue to provide clients with our expertise and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and investment planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Vern Phaneuf, CPA, CA, CIM, FCSI, B.Comm.

Portfolio Manager

(604) 925-5565
Opens in your telephone provided application. Vern.phaneuf​@cibc.com Opens in your email provided application.

Vern is a Portfolio Manager with CIBC Wood Gundy in West Vancouver, British Columbia.  He earned his Bachelors of Commerce at the University of Saskatchewan and continued his education with the Institute of Chartered Accountants of Canada, the Canadian Securities Institute, the Financial Planners Standard Council and the Insurance Council of B.C. 

 

Vern has accumulated a wealth of experience and expertise from a number of firms he has previously been employed with national leading tax and investment firms.  He has been providing tax, estate, financial and investment advice to individuals, corporations and foundations for over 34 years. As a Portfolio Manager, Vern provides discretionary investment advice for his clients and  specializes in building high quality, investment grade portfolios that serve the financial needs of high net worth families. He believes superior long-term investment performance is grounded in disciplined security-specific selection and paying close attention to after tax returns.

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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.