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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
    • Testimonials
  • Services
    • Our solutions
    • Estate planning and wealth preservation
    • Retirement planning
    • Solutions for business owners
  • Market insights
  • Community
  • Contact us
  • Joint Team

Retirement planning

Address 275 Lansdowne Street Suite 400 Kamloops BC, V2C 1X8
Telephone Number (250) 314-3883
Email Email us
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Retirement planning

What do you want your retirement to look like?

The definition of retirement has changed. Today, retirement marks the transition to a new and exciting phase of your life. We believe that successfully planning for your retirement goes beyond simple budgeting; it is a comprehensive process which includes a number of factors. Contact me – I can help!
 

Scenic day view of two deck chairs overlooking a lake.


Interesting Reports
 

  • Early Retirement Strategies
  • Creating Retirement Income
  • Retirement Healthcare
  • Retirement Savings Guide
  • Tax-Free Savings Accounts
 
 
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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.