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

Chris Uri, PFP, CIM

  • Home
  • About us
    • Our team
    • Team-based approach
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    • Retirement planning
    • Solutions for business owners
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Address 275 Lansdowne Street Suite 400 Kamloops BC, V2C 1X8
Telephone Number (250) 314-3883
Email Email us
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Telephone Number Tel

We offer more than just investment advice

 

As a CIBC Wood Gundy Investment Advisor, I primarily work with retirees and business owners that want, among other things, to be able to sleep at night knowing that their investments will provide the income they need, won't lose their wealth to poor markets or taxes, always be able to do the things they dreamed of both before and during retirement, and to know that their family legacy is secure.

I have developed and refined a process that puts all of these complex pieces together into a clear financial roadmap that we continually refine and follow during our relationship. Schedule a meeting with me today to get your roadmap!

 

Click here to read my client testimonials!


Click here to Go Green with paperless statements!

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

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Contact us

Address

275 Lansdowne Street
Suite 400
Kamloops, BC V2C 1X8
Telephone number: (250) 314-3883
Toll-free: 1 (888) 255-0015
Fax: (250) 314-3872
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.