Testimonials

275 Lansdowne Street Suite 400 Kamloops BC, V2C 1X8

(250) 314-3883

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Testimonials

"If it wasn't for Chris's advice, to sell my investments well ahead of needing them to buy a house, and the 2008 market crash, I would be living in a cardboard box instead of a beautiful house in Port Coquitlam." – Helen

"After Chris did a thorough financial plan with me, we discovered I had been paying taxes for spousal support income that I shouldn't have, for the last 5 years! My previous advisor and accountant missed this! I just got a refund from the government."

– Ms. D.

"Chris spent the time needed to collect all the different investment statements, stock certificates and bank accounts that my husband, now suffering from alzheimers, had accumulated over the years. He helped me put them all in one place and I now know what I have!" – Margaret

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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.