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

Dan Kroeker

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Address 275 Lansdowne Street Suite 400 Kamloops BC, V2C 1X8
Telephone Number (250) 314-3877
Email Email us
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Telephone Number Tel

With his consultative approach to building relationships based on trust and integrity, Dan can help you develop a strategy to achieve your financial goals. He has a strong track record of assisting others and truly believes that he can bring peace of mind to your retirement planning.

What Makes Dan Different?

  • Dan believes that his clients' interests are best served by taking a fully-diversified portfolio approach to investing.
  • Dan works closely with clients to create customized investment strategies, while keeping risk at an acceptable level.
  • Dan is committed to building a solid, lasting relationship with each of his clients, and truly learning what they are "all about.

My Invitation

I'd like to help you and your family meet your financial goals. Here's what I offer:

  • Financial Planning
  • Retirement Planning
  • Professional Money Management
  • Charitable Giving
  • Credit & Banking Solutions
 

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.

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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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Services

CIBC Wood Gundy offers solutions to meet your individual goals. Find out more about the Products & Services we offer.

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Contact us

Address

275 Lansdowne Street
Suite 400
Kamloops, BC V2C 1X8
Telephone number: (250) 314-3877
Toll-free: 1 (888) 600-2707
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.