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

Ilya Soliterman & Toby Soliterman

  • Home
  • Our Team
  • How We Help
    • Our Philosophy
    • Our Process
  • Three Guarantees
  • Who We Help
  • A Second Opinion
  • Contact us

Who We Help

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 355-3152
Email Email us
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Who We Help

We help individuals and families all across the country with their wealth and investments.

Just as each province and territory has its own unique charm, each of our clients have their own unique financial goals and circumstances. We offer wealth management services for a wide range of situations.

 

Family gathering

Multigenerational Families

We enjoy working with clients who have built an empire of wealth for their family. Your family’s financial picture may come with a multitude of unique details and complexities that can be difficult to navigate, especially with the impacts of taxes, timing, and inflation. We use proactive wealth management strategies that can help you cultivate, foster, and transfer your wealth in a way that can be embraced by multiple generations in your family.

 

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High-Earning Professionals

Are you a highly motivated professional with a bright financial future and an interest in the financial markets, but are too busy with your career to manage your money properly? We can create a tailored wealth plan to help meet your short and long-term financial objectives. Our investment strategies are ideal for busy professionals that are young enough to use the advice, and old enough to really benefit from it.

 

Couple on a boat

Retirees

At retirement, your entire financial life boils down to one binary question: Will I outlive my money, or will my money outlive me? Whether you are retired already, or only starting to think about it, we can help you build a conservative investment plan that will help you secure the retirement lifestyle you want, with an income you will never outlive.

 

Couple embracing

Capital Preservers

For those that need a conservative approach to protecting their wealth, we provide advice that is far more effective than keeping money under the mattress. If you work with us to protect and preserve your capital, you can sleep well at night knowing your hard-earned wealth is safe, well looked-after, and always accessible.

 

Grandson on grandfathers shoulders

Legacy Planners

We understand how emotional and delicate it can be to define and plan your legacy. Through thoughtful and personalized planning with CIBC’s best-in-class estate planning professionals, we can help you create a legacy that aligns with your most cherished final wishes. If it’s important to you, it’s important to us.

 

 

Need a second opinion on your investments? Click here to find out more.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.