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CH Wealth Partners

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Address 275 Lansdowne Street Suite 400 Kamloops BC, V2C 1X8
Telephone Number (250) 314-3870
Email Email us
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CH Wealth Partners

 

A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.

 

As CIBC Wood Gundy Investment Advisors, we can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.

 

Capitalizing on the strengths of CIBC, we have access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.

 

Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, we can help meet all aspects of your financial situation throughout your lifetime.

 

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
 

Our Team

Chris Uri, PFP, CIM

Senior Wealth Advisor
Portfolio Manager
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Kyle Crowder, B.B.A., CFP®, CIM

Financial Associate
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Judy Borthistle

Judy Borthistle

Administrative Assistant
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Mark Collins

Mark Collins, BA, LLB, CFP®, CIM®

Senior Wealth Advisor
LinkedIn
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Alec Hermansson

Alec Hermansson, B.Sc., CIM®

Portfolio Manager
LinkedIn
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Melanie Van Iterson

Melanie Van Iterson, BA

Financial Associate
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Chris Uri, PFP, CIM

Senior Wealth Advisor
Portfolio Manager
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Kyle Crowder, B.B.A., CFP®, CIM

Financial Associate
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Judy Borthistle

Judy Borthistle

Administrative Assistant
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Learn more
 

Contact us

Address

CH Wealth Partners Address
275 Lansdowne Street
Suite 400
Kamloops, BC V2C 1X8
Telephone number: (250) 314-3870
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 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.