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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

Our commitment to you

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-8840
Email Email us
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Our commitment to you

Our Investors

We recognize that every investor is unique, with individual needs, preferences, investment styles and approaches. We typically advise business owners, professionals and their families who:

  • want personal attention and a high level of individualized service;
  • are looking for conservative, reliable management of their investments, and who know that chasing the hottest stock or portfolio manager is not a wise long-term strategy;
  • want all their professional advisors working together as a team;
  • understand the benefits of a clear investment strategy executed by experienced, dedicated professionals;
  • want to know exactly how much they are paying for the services that they receive;
  • wish to preserve their capital and earn a good after-tax rate of return without high risk.

 

Image of Julie Viglasky consulting with a client

Our Commitment

  1. We place your interests first. Our top priority is to understand what matters most to you, to know your dreams and fears, and to provide you with the peace of mind that comes with knowing that your financial future is in good hands.
  2. We continually improve and evolve to provide you with advice and service that provides real value and is the best match for you and your family.
  3. We practice disciplined due diligence and constantly strive to anticipate and satisfy your ever-changing needs.
  4. We believe in teamwork and the benefits of a full-team approach. We collaborate with financial experts in specialized areas to share ideas and insights.
  5. We co-ordinate with your team of advisors to ensure the smooth, dove-tailed management of all your financial affairs.
  6. We apply integrity and honesty in all of our practices, every day.

Our Principles

  • Professionalism - We provide investment education and personalized advice that always reflects your best interests and goals.
  • Honesty - We recommend only those opportunities that will truly benefit your investment portfolio.
  • Teamwork - We work in tandem with your other trusted professional advisors, such as your lawyer and accountant, to create the financial strategy that best suits your specific circumstances.
  • Building relationships for life - Our long-term approach to investment planning also extends to our client relationships, with an emphasis on helping each family to keep focused on their financial plan, regardless of what challenges life presents on the road ahead.

Close Communication and Personal Service

The value of meeting in person for regular reviews cannot be replaced by a phone call — it helps to maintain a strong partnership based on mutual understanding. Meeting clients face-to-face allows me to stay abreast of your family's changing needs through all stages of your life, from your working years to your retirement years and in the succession of your assets.

Close communication also keeps us informed about your specific and ever changing circumstances — educating a favourite niece, replacing the cottage roof, or transferring to a Registered Retirement Income Fund (RRIF), for example. Once we have a firm grasp of your needs, we can devise an appropriate strategy for helping you attain them using our well-stocked inventory of investment alternatives.

Another aspect that sets us apart from most of our colleagues is that, as part of our kid-glove service commitment, we are pleased to meet at your home or place of business.

 
 
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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.