We believe financial success is a matter of choice, not chance. We partner with individuals who are serious about making the proper financial decisions to grow and protect their wealth.
What sets us apart?
The Atkinson McConville Financial Group combines the expertise of CIBC Wood Gundy's business partners, while also adding a personal touch, to effectively manage each client's complete financial needs and implement tax-efficient strategies.
Our team of seven investment professionals, backed by an experienced team of CIBC World Markets analysts and economists, work together to exceed client expectations.
Unlike many advisors, the Atkinson McConville Financial Group works with a limited number of individuals and business owners, offering a personalized and long-term approach to investing, while also executing detailed portfolio strategies.
Recognizing the importance of building and maintaining lasting relationships when working with clients, the Atkinson McConville Financial Group understands that each client's financial situation and needs are different and they deserve a customized investment solution to help reach their unique goals.
The Atkinson McConville Financial Group offers a comprehensive investment strategy to manage your financial and personal needs. In addition to all major investment options, we assist clients with tax-efficient investments, insurance and financial planning.
Who Chooses the Atkinson McConville Financial Group?
Individuals who are serious about investing, and appreciate a personal and long-term approach.
Families with the philosophy of sound financial management and diversified portfolios are often referred by other clients, and recognize that the Atkinson McConville Financial Group's approach is a "step-up" in comprehensive service and personal attention.
Professionals and small to medium-sized business owners, find the Atkinson McConville Financial Group's comprehensive expertise meets their evolving financial planning needs.
Individuals undergoing life changes, such as retirement, or changes in career and marital status, are treated compassionately, and with the utmost confidentiality, leading to financial security over the long-term.