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

Joel Bumanis

  • Life Events
  • What We Do
    • How We Do It - Framework
    • Adding Value
  • Who We Are
  • Who We Help
    • Dealing with Retirement
    • Becoming a Beneficiary
    • Women in Charge
  • Market Outlook
  • Upcoming Events
  • Contact Us

Life Events

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0499
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Life Events

Life happened, what now?

As meticulous and prepared as one can be, life still happens. Some moments in our lives are powerful enough to turn a once well oiled machine into brand new unexplored territory. Life transitions, whether positive or negative, may get you in a position where you find yourself re-evaluating priorities when dealing with:

 

  • Passing of a Parent or Spouse
  • Critical Illness
  • Divorce
  • Winning the Lottery
  • Financial Setback
  • Unexpected Inheritance
  • Retirement

 

As we are caught off guard, the unexpected and sometimes abrupt nature of the event at hand more likely than not can make us feel:

 

  • Unprepared
  • Overwhelmed
  • Lost
  • Highly emotional
  • Having to readjust life goals and expectations

 

Restoring Peace of Mind

A good starting point is to re-establish financial structure and a framework that will serve as a guide back to stability.

 

Register for our seminar to learn more. 

 

My Team

Joel Bumanis

Investment Advisor
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Roxibeth Simancas

Administrative Assistant
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Contact us

Address

Joel Bumanis Address
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
Telephone number: (403) 260-0499
Toll-free: 1 (800) 290-6643
Fax: (403) 260-0410
 

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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.