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.
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.
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.