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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

How We Do It - Framework

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0499
Email Email us
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How We Do It - Framework

We Keep It Simple

Our system is based on the premise that it needs to be unique to you and highly flexible to adjust as your life changes.

 

We start by listening to you to understand your situation and future aspirations. Only after getting a clear picture of what it is that you want to achieve, we plan, design and implement a portfolio that suits your needs. We believe that our relationship should be one of transparency.  

  

 

 

 

 

 

 

 

 

 

 

 

 

Let us answer your questions

Our seminars provide information on how our system works and how it will be applied to your situation. 

 

Register to find out more.

 

My Team

Joel Bumanis

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Roxibeth Simancas

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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.