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

Gleeson Investment Group

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Your Goals - Our Plan

 

Successful investing begins with developing a personal relationship between you and your Investment Advisor. At The Gleeson Investment Group we take the time to understand your unique needs so that we can develop a holistic approach to help you achieve your financial goals.

 

The key to successful wealth management is planning. Regardless of your stage in life, it is important that you take steps today to ensure your personal financial independence in the future. We deal with high net worth individuals from virtually all walks of life: retirees, business owners, professionals, beneficiaries of an estate, people who need help structuring a sound retirement, income or estate plan. Clients have told us they like our conservative approach and we are honoured to have the privilege of working with clients' children and grandchildren.

 

Whether your needs are simple or complex we have the resources, expertise, and experience to help you reach your financial and personal goals. By analyzing your situation we can identify opportunities and recommend strategies that will either protect or conservatively grow your wealth.Our approach to providing investment advice focuses on your goals, objectives and risk tolerance which enables us to tailor a solution and portfolio that is right for you. We will work with you through the wealth management process to develop a financial plan that is specific to your goals and investment strategy.

 

The Gleeson Investment Group is proud to be supported by over 60 years of business/investment experience and has had the pleasure of working with many high net worth individuals, their businesses, and their families. We treat every client with exceptional and personalized client service. As a client, you can expect sound financial advice and portfolio recommendations, with supporting rationale. We will communicate with you regularly through meetings, phone conversations and newsletters. We are committed to providing a high level of professional and personal service based on three guiding principles:

 

Trust, Objectivity and Value Added Advice

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.

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Our Team

Kelly Gleeson

Kelly Gleeson

Investment Advisor

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Johanne Pasion

Johanne Pasion

Associate Investment Advisor

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Lisa Ballarano

Lisa Ballarano

Client Associate

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Contact us

Address

Gleeson Investment Group Address
390 Brant Street
Suite 500
Burlington, ON L7R 4J4
Telephone number: (905) 631-2560
Toll-free: 1 (866) 841-8819
Fax: (905) 634-9666

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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.