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Building and Preserving Multi-Generational Wealth

 

At Gale Wealth Advisors, we understand that exceptional wealth requires exceptional management. As a high-performing team within CIBC Private Wealth Wood Gundy, we specialize in serving successful business owners, entrepreneurs, C-Suite executives, and affluent retirees who seek sophisticated wealth management solutions tailored to their unique circumstances. We aim to provide our clients with sophisticated strategies that are delivered with clarity and purpose.

 

Creating lasting family wealth isn't about growing assets-it's about preserving and transferring them effectively across generations. Smart multi-generational wealth management transforms complex financial strategies into clear action steps, helping families maintain and build their legacy while navigating tax and estate implications, market volatility and changing family dynamics.

 

To find out more or to have your current investment portfolio or financial plan reviewed, EMAIL us or call us at 250-361-2246

 

 

SIDNEY LOCATION

9823 Third St.

Sidney, BC V8L 3A6

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VICTORIA LOCATION

730 View St, 9th Floor

Victoria, BC V8W 1J8

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KELOWNA LOCATION

1007-1708 Dolphin Avenue

Kelowna, BC V1Y 9S4

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