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

Jake Brumby

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Wealth management

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2248
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Integrated Wealth Management

Experienced team of experts

Jake and his team bring a wealth of experience to the process. We coordinate with accountants, lawyers, estate specialists and others to ensure your financial matters are well thought out and follow a plan targeted to your personal situation.

Defined, disciplined process

We have developed a process to make sure what is important to you, from lifestyle to legacy, is our focus. We develop and implement a personalized road-map to ensure we address all of your needs.

Partnership with CIBC world markets

Access to a combination of fundamental, quantitative and technical analysis assists us in remaining current on important economic and market developments and helps to capitalize on investment opportunities. The market is presented from different angles to identify important developments at the macro, sector, company and asset-class level to drive timely and profitable investment solutions.

Service model

Our well-defined service model has countless benefits for our clients. We commit to continually monitoring the process and our client service model is flexible to suit your personal needs and provide consistency you can rely on.

Stability

CIBC Wood Gundy is one of the largest full-service investment firms in Canada, providing quality advice to Canadians since 1905. CIBC was named Best Wealth Management Provider in Canada for 2014 by World Finance, a leading U.K. based financial magazine.

 
 
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 IIROC  Canadian Investor Protection Fund

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.