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

David Ricciardelli

  • Home
  • Our Approach
  • Our Philosophy
    • Our Investment Philosophy
    • Our Client Pledge
    • Our Services
  • Our Team
  • Useful Resources
    • Books
    • Investing Tools, Mailing Lists and Websites
    • Financial Literacy
    • Community
  • Blog
  • Contact us

Our Client Pledge

Address 200 King Street West 8th Floor Toronto ON, M5H 3T4
Telephone Number (416) 594-8990
Email Email us
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Telephone Number Tel

Our Client Pledge

When you entrust the Ricciardelli Investment Group with your financial future, you can count on us to:

  • Be mindful of your time;
  • Facilitate your participation and your family’s participation in meaningful discussions;
  • Listen actively to identify, understand and discuss what really matters to you;
  • Help you define your concerns, wants, needs, goals, and what success means to you;
  • Provide unbiased advice focused solely on your best interest;
  • Engage the right experts to create appropriate and comprehensive solutions for you;
  • Meet and communicate regularly to remain aligned with your evolving circumstances;
  • Inspire you to step outside your comfort zone and think differently, when it is in your best interest;
  • Help you navigate volatile markets, market peaks and market troughs; and
  • Actively pursue iterative improvements in all our processes and services.

 

Learn more about our services. 

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.