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

Stewart Beaumont Investment Group

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Address 399 Main Street Suite 105 Penticton BC, V2A 5B7
Telephone Number (250) 770-2101
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The Ukraine crisis—what investors need to know

CIBC Private Wealth

March 15, 2022

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Volatility and the importance of portfolio rebalancing

CIBC Private Wealth

March 15, 2022

Learn more about recent market volatility and the importance of portfolio rebalancing.

Read more Read more about Volatility and the importance of portfolio rebalancing
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Fraud prevention—forewarned is forearmed

CIBC Private Wealth

March 14, 2022

March is Fraud Prevention Month—an excellent time to reinforce your fraud prevention knowledge and vigilance.

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Make a difference with the CIBC Foundation

CIBC Private Wealth

February 09, 2022

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Dreaming of warmer climates? Avoid U.S. tax consequences

CIBC Private Wealth

February 09, 2022

Before committing to the glorious snowbird lifestyle, be sure to consider potential U.S. tax implications.

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Common retirement pitfalls to avoid

CIBC Private Wealth

February 09, 2022

Avoid these five common drawbacks to ensure your retirement is the best it can be.

Read more Read more about Common retirement pitfalls to avoid
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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.