Guenette Advisory Group - You're Invested. And so are we.

Planning for your future is a big deal, for all of us. That's why when you choose to work with us you'll see that there's an incredible investment on our part too - an investment of our time, resources and passion when it comes to managing, growing and protecting your wealth.

With the support of CIBC and the valuable strength and reputation of CIBC Wood Gundy, we have the solutions, partnerships, personal service and insight needed to craft an original blueprint for your unique financial situation. You'll work towards your goals, and have total confidence knowing that you're not only in good hands - you're in great hands.

A higher level of service

Whether we're tax planning, estate planning or financial planning, we pride ourselves on being 100% client centred, 24/7. We work for you. That means meeting around your schedule, really listening when you share information, and above all, never forgetting that our job is to ensure your financial well-being.

Always working towards the best outcomes possible, we apply savvy market insights and a strong understanding of investment fundamentals, focusing on business, multi-generational family needs and stage of life. With a strong track record, solid relationships and a happy, loyal client base, we're always ready to ask more questions, push for greater solutions and gain greater results. That's how we accomplish extraordinary things for you.

The right plan for you

We know that no two clients are alike. That's why we thoroughly research your financial picture, your stage of life, as well as your needs and goals - and we do it while being mindful of relevant trends and industry changes. By ensuring we dot all our "I"s and cross all of our "T"s, your financial plans are better, deeper and more resilient for your future and the future of your family.

Through our seamless, disciplined solutions, we confidently strive to preserve your capital and achieve all your investment objectives. There's a great deal of flexibility built in to our strategy too - because your life and goals don't always stay the same.

Homepage Intro

[On screen: The scenic tranquility of a river flowing under a white concrete bridge. In the backdrop, the bustling skyline of a city, with skyscrapers standing tall against a clear sky, reflects the blend of urban life and serene nature. ]

[music]

[On screen: Roland Guenette, First Vice-President, Investment Advisor at CIBC Wood Gundy, is seated comfortably against a backdrop of high-rise windows. ]

ROLAND GUENETTE: When I decided to come into this side of the financial business many years ago, I really had two objectives. My first objective was to be able to gather a group of clients that would be really enjoyable to work with for a long time.

[On screen: Roland, dressed in a smart grey suit, animatedly engages with his colleagues around a table. Papers are spread out, signaling a deep dive into client strategies. A focused team member is seen at a workstation, her attention on the monitors displaying graphs and data. ]

ROLAND: The second thing I wanted to do was to be able to develop a group of people who could work together, who would have the resources and the capabilities to help these clients for as long as they needed us.

[On screen: Ryan Hegholz, Investment Advisor at CIBC Wood Gundy, appears in a professional setting with a confident and reassuring posture. ]

RYAN HEGHOLZ: We want our clients to paint a picture for us, about what they want their lives to look like, and together, we'll spend the next many years helping them step into that picture.

[On screen: A candid interaction captures Roland standing and conversing with a seated colleague. In another scene, Ryan is seen in a focused discussion with another team member. ]

RYAN: The diversity in our backgrounds, our education, and our experience allow us to leverage our collective expertise for our clients regardless of the situation.

[On screen: Roland Guenette, with his distinctive curly hair and a seasoned smile, converses with an attentive colleague. ]

RYAN: If we can't find the answer, we're usually only one phone call away. Our clients don't get one of us, they get all of us.

ROLAND: We don't use voicemail in our group. Probably the biggest reason we don't, is there's always somebody to answer the telephone. I also view that as a metaphor for another way of telling our clients that when they need us, we're here.

RYAN: Success for our clients means they get to spend time doing things that are meaningful to them. Whether it's spending time with family, traveling, building their careers, they've subcontracted the worrying to us. We help them remove all the financial stresses from their lives.

[On screen: Ryan, illuminated by natural light from the window, shares a light-hearted moment with a team member, who is attentively jotting down notes. ]

ROLAND: The thing that I'm probably the most proud of is when I come to work, it feels to me like I get to spend a day with friends.

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[Text on screen: CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.