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CIBC Private Wealth Management

CIBC Wood Gundy

The Blostein-Beumer Investment Group

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The Blostein-Beumer Investment Group

The Blostein-Beumer Investment Group is one of Ottawa's high net worth advisory team of choice. We offer comprehensive wealth management, financial and estate planning to affluent individuals, families and corporations. With more than 30 years of combined expertise, Stacey Beumer and Matthew Blostein excel at helping families achieve their financial goals through rigid and prudent portfolio management, retirement planning, estate preservation and charitable giving.

 

The Blostein-Beumer Investment Group takes pride in being a committed, dynamic and hands on team. The combination of knowledge and passion they offer makes for a phenomenal client experience, one that is unique when comparing it to others in the financial services industry.

 

 

An Integrated Approach for your Wealth

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Investment Management

We work with you to navigate the markets, life events and any changes to your finances.

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Private Banking and Trust Services

Your experienced private banking team delivers services to meet your unique financial vision and strategy.

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Wealth Strategies

Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.

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Stewardship

Your advisory team assists with some of life's most significant decisions. This includes multi-generational family wealth consultancy, financial education for younger generations, business succession and transition planning, and strategic philanthropy, foundations and legacy advisory.

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our team

 

Stacey H. Beumer, BA, CFA, CIM

Portfolio Manager
 

Matthew Blostein, CPA, CA

Investment Advisor
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Cameron Wallace

Client Associate
 

Justine Johnston

Client Associate
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Contact us

Address

150 Elgin Street
Suite 2100
Ottawa, ON K2P 1L4
Telephone number: (613) 239-2946
Toll-free: 1 (800) 267-9345
Fax: (613) 239-2917

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“CIBC Private Wealth Management” 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 Management 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.


The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.