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

The Dallner Investment Group

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"The individual investor should act consistently as an investor and not as a speculator." - Benjamin Graham, the father of value investing

 

Most investment firms have access to great investment products and research. However, it is not the products or research that make a great Investment Advisor. It is taking the time to understand a client's objectives, forming a partnership to create a personal plan and then monitoring and adjusting the plan as your circumstances and the markets change.

Creating wealth is not easy but maintaining wealth can be just as hard. I will work with you, in conjunction with your accountant and lawyer, to ensure that everything is being done to manage and protect your wealth so you can enjoy it. From making sure you contribute to your RSP and TFSA, to minimizing your taxes and maximizing your estate, our partnership will proactively manage the responsibilities that come with having wealth.

 

My promise:

  • I promise to help simplify and organize your family's finances.
  • I promise to be the steward of your financial plan and keep you on course.
  • I promise to work hard to take care of you.

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

The Dallner Investment Group Address
255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 660-3725
Toll-free: 1 (800) 265-5982
Fax: (519) 663-5037

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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.