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

Ballard Mudge Financial Group

  • Home
  • About us
    • Michael C. Ballard
    • David Mudge
    • Liliana Bello
  • Canadian Focused Equity Portfolio
  • Resources
    • Reading List
    • Blog
    • Publications
  • Contact

Liliana Bello

Address 1250, René-Lévesque West Blvd. Suite 3100 Montreal QC, H3B 4W8
Telephone Number (514) 846-2632
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Liliana Bello

Liliana Bello

Liliana Bello

Administrative Assistant
(514) 846-3554
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liliana.bello@cibc.ca
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Lili is the glue that keeps the team together.  She has 30 years of experience in the wealth management and financial services industries.   Lili is our personal expert in all things administration.  Do you want to add money to your accounts?  Lili does that.  Do you need help updating documents for your accounts or sending information to your accountants?  Lili does that.  Do you need help settling and disbursing an estate?  Lili can guide you through that too.  When we need help processing   transactions or executing trades.  Again Lili.  We are going to stop there before a pay raise is required. 

 

Lili lives in Montreal with her two children. 

 
 
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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.