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

The Daniels Investment Group

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Testimonials

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Testimonials

“Faith, trust and integrity is why I have dealt with The Daniels Investment Group for over 25 years. I have faith in them managing my investments, I trust them to do the right thing, and I have never questioned their integrity.

They have a good read on what I want and what I am trying to achieve, and keep me on track so that I don’t waiver.”

Lyle B. – Farmer

 

“When I wanted to buy a new house The Daniels Investment Group helped me figure out the best way to pay for it to make it quick and easy.

I enjoy every moment that I call and speak to Colton. He is very kind and thoughtful handling my account since my late-husband’s demise. I can ask him frivolous questions sometimes more than once and he is always very patient with me.”

Beatrice V. – Widow

 

“I deal with Colton at The Daniels Investment Group. His experience and certification as a CPA, as well as his industry experience and general knowledge, make him an obvious choice to deal with. His fun personality, his individualized attention to his clients, and knowledgeable and timely advice, make him an absolute delight to deal with. Even during the midst of the crisis, Colton took the time out to call me personally and give me advice and assure me they were doing whatever they could on their end. I have spoken to others who were happy to receive a mass email from their advisor. The bar is so much higher with Colton.

I have done well both before and throughout the COVID-19 crisis with my investments through The Daniels Investment Group. The managers have picked some very solid investments for their funds, and I couldn't be happier. I would 100% recommend Colton to absolutely anyone I talk to. Thanks Colton!”

Sarah E. – Business Owner

 

“Colton has a good handle on what we want; keep it conservative and keep it positive.”

Murray W. – Retired Farmer

 

“The most important thing is Colton stays in contact with us to keep us informed with what is happening in our portfolio.”

Janice B. – Business Owner

 

“Colton reaches out consistently to keep us updated, especially when times are hard, and never pressures us.”

Dennis S. – Farmer

 

“We recently changed to Colton as our advisor, and when tax time came our accountant was having trouble confirming they had all the information they needed. Colton spoke with our accountant directly to get it all sorted out, making it easy for us. We appreciate the above and beyond service Colton provides.”

Mike K. – Business Owner

 

“Colton comes out to meet with me in Kindersley to make it convenient for me and he calls me to keep me updated way more often than my previous advisor which I appreciate.”

Bob L. – Retired Veterinarian

 

I’m happy with the Daniels Group handling my account. They get in touch with me a few times a year to keep me updated and I know if I ever have a question they are easy to get a hold of.

Howard L. – Retired Business Owner

 

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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.