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

Travis Flemming Weyman Advisory Group

  • Home
  • About us
  • Wealth management
    • Our wealth management process
    • Our investment philosophy
    • Our strategies
  • Services
  • Market insights
  • Community
  • Contact us

Our strategies

Address 15 Market Square Suite 702 Saint John NB, E2L 1E8
Telephone Number (506) 634-1220
Email Email us
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Telephone Number Tel

Our strategies

By leveraging the strengths of specialists and resources across CIBC, we are able to offer the following solutions and services:

A plant iconInvestments

Customized Portfolios, Managed Money, Traditional Brokerage, Insurance

A building iconCorporations and Foundations

Investment Management, Capital Preservation, Tax Planning, Asset Management

A ship iconRetirement

Retirement Planning, Income Options, Company Pensions, Business Succession

A family iconFamily Issues

Financial Security, Assisting Parents, Assisting Children, Asset Transition, Trusts

A shield iconEstate Plan

Estate Distribution, Estate Preservation, Life Insurance

A heart iconIncome and Assets Preservation

Disability Income, Survivor Income, Personal Health Care (critical illness and long-term care)

A gift iconPhilanthropy

Charitable Giving, Private Foundation

 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.