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

Harty Advisory Team

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Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 429-8964
Email Email us
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At the Harty Advisory Team we know that your most precious commodity is your time. Providing our clients with holistic wealth advisory services enables them to focus their time on family, friends, building their businesses, travelling, and the other fundamental components of life that their wealth supports.

Our advice is built on a foundation of ethics that value honesty, integrity, passion and care. We believe our clients hire us for the peace of mind that their wealth is being managed specific to their vision and their goals. The role we play differs with each relationship, but through a variety of services we hope to become the shoulder that our clients can lean on for any financial need. For example, we offer expertise in:

  • Wealth & Investment Management
  • Business Succession Planning
  • Tax Efficiency
  • Financial and Estate Planning
  • Intergenerational Wealth
  • Charitable Giving
  • Banking and Credit Solutions
  • Charitable Giving
  • Tax Efficiency
  • Income & Asset Protection
  • Insurance       

For more information, please don't hesitate to reach out to our Team at: mailbox.hartyadvisoryteam@cibc.com

 

 

Events

CIBC Family Office Webinar Series

Can Money buy Happiness?

Dec 14, 2023 02:00 PM Mountain Standard Time - Dec 14, 2023 03:00 PM Mountain Standard Time

Knowing how to manage your relationship with money while maximizing your happiness is an important part of the lifelong voyage to financial fluency. If you’re 18-25 and curious about achieving this balance, please join CIBC Family Office as we speak with Melissa Leong, a thought leader who will bring together personal finance, behavioural economics and positive psychology to help you as you begin this important journey.

Speakers:
• Melissa Leong - Personal Finance Expert and Author

Hosted by:
Jonathan Hass - Managing Director and Head CIBC Private Banking

RSVP RSVP to Can Money buy Happiness?

There are no events to show

 

Events

CIBC Family Office Webinar Series

Can Money buy Happiness?

Dec 14, 2023 02:00 PM Mountain Standard Time - Dec 14, 2023 03:00 PM Mountain Standard Time

Knowing how to manage your relationship with money while maximizing your happiness is an important part of the lifelong voyage to financial fluency. If you’re 18-25 and curious about achieving this balance, please join CIBC Family Office as we speak with Melissa Leong, a thought leader who will bring together personal finance, behavioural economics and positive psychology to help you as you begin this important journey.

Speakers:
• Melissa Leong - Personal Finance Expert and Author

Hosted by:
Jonathan Hass - Managing Director and Head CIBC Private Banking

RSVP RSVP to Can Money buy Happiness?

There are no events to show

 

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Contact us

Address

Harty Advisory Team Address
10180-101 Street
Suite 1800
Edmonton, AB T5J 3S4
Telephone number: (780) 429-8964
Toll-free: 1 (800) 232-7269
Fax: (780) 429-8999
 

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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.