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

Viglasky Wealth Management

  • Home
  • About us
    • Our team
    • Our commitment to you
  • Testimonials
  • Services
    • Our solutions
    • How we help our clients
    • Preserving your wealth
    • Resources for women
  • Market insights
  • Community
  • Contact us

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Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-8840
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What we do

We make your objectives our priority

Our process starts by Listening to You. Wealth Management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals

Our services are designed for business owners, senior executives, professionals, women investors and families, retirees and entertainment industry professionals who require conservative advice and assistance to manage their wealth.

We provide investors with comprehensive, objective financial advice, delivered with a high level of personal service and attention. What sets us apart is our focus on developing close working relationships with our clients, based on trust, open communication, and ongoing financial education. We take more time to thoroughly understand your financial needs and goals and tailor a holistic financial plan that reflects your priorities. Working together, we will achieve the goals that you set out for yourself, your family, your business and your future.

We understand the value of creating a customized plan that is tailored to your unique financial goals. Your portfolio is only one piece of the puzzle. We help you make sense of the other important issues life throws at you to design and implement a life plan that will help to get you where you need to go.

“Success is getting what you want. Happiness is wanting what you get.”

-Dale Carnegie 

How We Do What We Do

We recognize that individuals with significant wealth tend to have more complex situations. You often need solutions that go beyond the scope of traditional investment services involving the expertise of specialized individuals.

We will work with you through each stage to maximize your after-tax income, build a minimum-risk financial plan and create your legacy for your family and charities. We focus on making issues simpler, clearer and we streamline processes so you will be well informed before you have to make a decision. More importantly, we unify all aspects of your wealth management, so you can see them across the board in one glance. Protecting the fundamentals of your wealth is protecting your lifestyle. We work in partnership with your trusted advisors, tax experts and lawyers, to harness our combined knowledge and provide you with the best ongoing counsel.

We are extremely transparent with respect to our fees. If you are already satisfied with your current Financial Professionals, we open the door for a complimentary 2nd opinion service.

Specialized advice for women

We have had extensive experience working with women and families and their unique needs through all stages of their lives and life events: Career women, entrepreneurs and professionals, mothers, families, divorced and single parents, widows, and aging parents can all benefit from our one-to-one service and comprehensive financial advice.

 
Julie Viglasky

Julie Viglasky, BA, CIM, FCSI

Senior Portfolio Manager, Investment Advisor
(416) 369-8840
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julie.viglasky@cibc.com
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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
 
Julie Viglasky

Julie Viglasky, BA, CIM, FCSI

Senior Portfolio Manager
Investment Advisor
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Devyn Scattolin

Devyn Scattolin

Client Associate
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Contact us

Address

Viglasky Wealth Management Address
Brookfield Place Suite 600
181 Bay Street
Toronto, ON M5J 2T3
Telephone number: (416) 369-8840
 

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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.