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

Jake Brumby

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About us

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2248
Email Email us
Email Email
Telephone Number Tel

About us

Client Service Expectations

  • We will regularly schedule in-person client meetings and phone reviews, where we will review your financial and business matters. Your customized plan will be reviewed to determine if there have been any life changes that need to be addressed.
  • We will work with other professionals, such as tax experts, legal representatives, real estate brokers and commercial and investment bankers to serve all of your needs.
  • Articles of interest and market updates will be emailed to you.
  • You will have opportunities to attend various exclusive client events and events where you can invite friends and family.

We have full disclosure on our fee structure.

 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Jake Brumby

Jake Brumby, B.Comm., CFA

Senior Wealth Advisor

Portfolio Manager

Tel:

(250) 361-2228

Email:

jake.brumby@cibc.ca

Jake will be your "personal CFO" quarterbacking the entire process for you. Jake has worked in the financial industry since 1998. Prior to joining CIBC Wood Gundy, he served as the Chief Investment Officer for another financial institution. As a discretionary Portfolio Manager, Jake devotes his time to pursuing strong risk adjusted returns on investments. Jake is available to discuss investment strategies, individual positions, market updates and meet with you to review your portfolios. Jake, a Victoria native, has a diploma in finance, a Bachelor of Commerce and holds the Chartered Financial Analyst designation (CFA).

David Brumby

David Brumby

Associate Investment Advisor

Tel:

(250) 361-2260

Email:

david.brumby@cibc.com

David joined CIBC Wood Gundy following a successful 10-year career in Commercial Real Estate. David will be focused on delivering long-term capital appreciation combined with a reasonable risk-adjusted income stream for his clients. David was born in Victoria and following a 10-year professional hockey career, happily settled back in Victoria and began his professional working career.

Brian Smith

Brian Smith, BA

Associate Investment Advisor

Tel:

(250) 361-2205

Email:

brian.smith@cibc.ca

Brian has been an investor for 35 years and an Investment Advisor since 1995. He joined CIBC Wood Gundy as an Investment Advisor in 2005. While his formal background is in Business Management and Accounting, he has enjoyed successful careers in the private sector, including a wide range of real estate investment and management positions. Brian's clients have benefited from this diverse background and he continues to focus on client service and advice respecting investment, retirement and estate planning matters.

Jake Brumby

Jake Brumby, B.Comm., CFA

Senior Wealth Advisor
Portfolio Manager
(250) 361-2228
jake.brumby​@cibc.ca

Jake will be your "personal CFO" quarterbacking the entire process for you. Jake has worked in the financial industry since 1998. Prior to joining CIBC Wood Gundy, he served as the Chief Investment Officer for another financial institution. As a discretionary Portfolio Manager, Jake devotes his time to pursuing strong risk adjusted returns on investments. Jake is available to discuss investment strategies, individual positions, market updates and meet with you to review your portfolios. Jake, a Victoria native, has a diploma in finance, a Bachelor of Commerce and holds the Chartered Financial Analyst designation (CFA).

David Brumby

David Brumby

Associate Investment Advisor
(250) 361-2260
david.brumby​@cibc.com

David joined CIBC Wood Gundy following a successful 10-year career in Commercial Real Estate. David will be focused on delivering long-term capital appreciation combined with a reasonable risk-adjusted income stream for his clients. David was born in Victoria and following a 10-year professional hockey career, happily settled back in Victoria and began his professional working career.

Brian Smith

Brian Smith, BA

Associate Investment Advisor
(250) 361-2205
brian.smith​@cibc.ca

Brian has been an investor for 35 years and an Investment Advisor since 1995. He joined CIBC Wood Gundy as an Investment Advisor in 2005. While his formal background is in Business Management and Accounting, he has enjoyed successful careers in the private sector, including a wide range of real estate investment and management positions. Brian's clients have benefited from this diverse background and he continues to focus on client service and advice respecting investment, retirement and estate planning matters.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.