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

Lee Appleton

  • Home
  • About us
    • Our team
    • Our approach
  • Services
    • Our solutions
    • Investment Consulting Service
    • Portfolio Partner
  • Community
  • Contact us

How do we differ?

Address 1708 Dolphin Avenue Suite 1007 Kelowna BC, V1Y 9S4
Telephone Number (250) 717-2608
Email Email us
Email Email
Telephone Number Tel

How do we differ?

We invite you to the next step to get to know us better and to evaluate how we add value for you. A few areas that we stand out include:

Competitive Fees
Our Management fees are very competitive, fully transparent and can be tax deductible.

Portfolio Managers
We are fully licensed Portfolio Managers who provide discretionary portfolio management.

Transparency
We provide full transparency in all aspects of our business.

Disciplined approach
Our investment approach to portfolio management and asset allocation is founded on institutional style investment management.

 
 
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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.