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

Davis Graham

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Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 498-5003
Email Email us
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Your aspirations are unique. At Wood Gundy, we take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-planning solutions to help you reach your financial goals and preserve your legacy. 
With a collaborative and disciplined approach, I partner with individuals, families, professionals, executives, business owners and charitable foundations in the community. Ask me how I can help set your ambitions in motion.

 

Focus

I stress the importance of portfolio diversification, while encouraging a long-term approach to investing. The building block of any portfolio is a sound financial plan. Financial planning helps clients accurately determine their investment needs and level of risk tolerance.

Service

Well-versed in the relevant areas of investment and financial planning, I provide a variety of services, such as tax-advantaged investing, legacy and estate planning, and solutions for business owners.

Experience

My many years of experience helping clients achieve their long-term investment and financial goals have taught me that no two clients are alike. To be effective, investment and financial planning must be very personalized. This planning starts with each individual's objectives and risk tolerance, and not with packaged solutions and products.

Pledge

My team and I work very hard to take the worry out of wealth management. Our clients have confidence and peace of mind knowing their financial futures are being guided by a team of experienced professionals. Utilizing the financial strength, advanced technology, and global knowledge of CIBC Wood Gundy, allows us to develop and implement innovative solutions suitable for each client's individual situation.

 

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
 

Contact us

Address

Davis Graham Address
10180-101 Street
Suite 1800
Edmonton, AB T5J 3S4
Telephone number: (780) 498-5003
Toll-free: 1 (800) 232-7296
Fax: (780) 421-0968
 

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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.