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

Beaupre Financial Group

  • Home
  • The Beaupre Experience
  • About Us
    • Our Team
  • Our Services
    • Wealth Management
    • Tax Planning
    • Estate Planning
    • Generating Retirement Income
  • Market Insights
  • Contact Us

Wealth Management

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7857
Email Email us
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Telephone Number Tel

A Look Into Our Wealth Management Philosophy

WEALTH MANAGEMENT

How we customize YOUR plan from a wealth management perspective.

 

Analyzing Situations from a Holistic View

We believe financial plans start from a macro view! We analyze financial plans from a household perspective to ensure that the decisions made in one account mutually reinforce the other participants within the plan.

 

Creating a Unified Money Management Plan

The stages of building, maintaining, and transferring wealth come with different needs. No matter your life stage, our products work in unison to support your current goals.

 

Tax Efficient Contributions and Account Usages

The biggest issues come from the one’s you don’t know about. Taxes are filled with ambiguity so we’re here to make you aware of them and execute the most efficient plan for you.

 

 

GUIDE TO RETIREMENT SAVINGS

To learn more information about effective wealth management strategies, refer to the document below.


 
 
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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.