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

Jay Schiller, FCSI, CFP, CIM

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Address 135 Charlotte Street Peterborough ON, K9J 2T6
Telephone Number (705) 761-3133
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Jay Schiller

Jay Schiller, FCSI, CFP, CIM

Investment Advisor, Portfolio Manager
(705) 761-3133
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jay.schiller@cibc.ca
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Trust, Transparency and Accountability

I have been actively helping clients achieve what matters to them since 2005 when I joined CIBC. A steadfast reader and student of the markets, my passion for wealth management is evident through my commitment to clients' interests and my unwavering discipline in the investment management process. My specialty is helping families and business owners gain peace-of-mind through a holistic financial plan if you are in the asset accumulation stage and a tax-efficient wealth strategy if you are retired. Central to this process is an investment portfolio custom built for your unique needs.

My designations include ongoing learning ensuring I stay current with emerging issues in the financial planning, tax-efficiency and portfolio management fields

Most recently, I was awarded the prestigious Fellow of CSI designation, reserved for financial services professionals who meet the highest standards for advanced education, industry experience and ethical conduct.

My desire to run an ethical practice extends beyond my own team's boundaries and into the security selection process. I believe that clients should align their investments with their personal values and as a provider of capital, you have the ability to reward corporations who focus on sustaining profit, as well as the environment. A company that treats the environment, employees and stakeholders with respect, is likely to be a leader in relationship building, growing the business and delivering value to its shareholders. In fact, this additional layer of research that I provide is a great complement to traditional quantitative and fundamental analysis to further reduce risk.

When I am not at the office, I enjoy spending time with my family on our organic hobby farm in Peterborough, exploring the trout lakes of cottage country and volunteering in the community.

Please contact me today to find out how you can achieve new heights in financial freedom while aligning your investment plan with your core values.

 

Your aspirations are unique. At Jay Schiller, FCSI, CFP, CIM, we take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-planning solutions to help you reach your financial goals and preserve your legacy. 
With a collaborative and disciplined approach, we partner with individuals, families, professionals, executives, business owners and charitable foundations in the community. Ask us how we can help set your ambitions in motion.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Contact us

Address

Jay Schiller, FCSI, CFP, CIM Address
135 Charlotte Street
Peterborough, ON K9J 2T6
Telephone number: (705) 761-3133
Toll-free: 1 (800) 711-7979
Fax: (705) 742-5239
 

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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.