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

Aitchison Sikora Financial Group

  • Home
  • About us
    • Our team
    • Our approach
    • Investment philosophy
    • Working together
  • Services
    • Our solutions
    • How we help
  • Market insights
  • Community
  • Contact us

Our approach

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2280
Email Email us
Email Email
Telephone Number Tel

Our approach

 

Your Wealth Plan

Our advisory approach covers the ongoing management of our clients' investments and the integration of three fundamental phases in their family wealth plan:

 

Accumulation

  • investment Strategies
  • Financial Planning
  • Cash Flow Management
  • Sale of a Business or Real Estate
  • Banking and Lending Services

 

Financial Independence

  • Retirement Planning
  • Protecting your Assets & Income
  • Insurance Needs
  • Tax Management

 

Transfer/Gifting

  • Estate Planning
  • Education Funding
  • Charitable Giving
  • Business Succession Planning

 

 

 
 
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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.