OUR MOTTO: THE CLIENT COMES FIRST
With more than 10 years' experience in the provision of financial services at the international level, Hugo Cossette is also a lawyer and member in good standing of the Barreau du Québec since 2003.
Many of the clients we meet with indicate that they would like to receive personalized financial services and to feel that their advisor truly understands their needs. People's goals are both specific and very personal, and clients seek an advisor who can offer sound, objective guidance. As we work with you, we strive for this while following an ethical approach and putting your interests first.
CIBC Wood Gundy offers over a century of specialized investment experience, and with us, you enjoy access to a team of experts here to assist you with all your finance-related needs. We can help you plan for the retirement of your dreams and to grow and protect your assets through effective use of tax strategies. We can also assist business owners with planning the succession or sale of their company or making further acquisitions. Our economists are among the most respected in the industry, and we have an independent in-house team of experts holding the Certified Financial Analyst (CFA) designation.
CIBC Wood Gundy is a full-function brokerage firm providing asset management services without, however, limiting its offerings to in-house products. Simply put, you can enjoy complete peace of mind knowing that your priorities are what dictate the choice of strategy for you and your loved ones. For example, we may use products from other financial institutions or various insurance companies based on what is most suitable for meeting your objectives. This independence ensures that you get objective advice without any conflict of Interest.
Are you questioning your plan? You may already have someone looking after your needs. We can offer a second opinion in complete confidentiality and without commitment. You may even be surprised at what you learn...
Yes, I want a second opinion
