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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

Our process & approach

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

Our process & approach

Our process begins with a conversation to help us understand your unique financial situation, find out what you are concerned about and what you want your future to look like. The next step is to analyze your risk factors and present solutions that will meet your investment objectives.

Our investment approach to portfolio management and asset allocation is founded on institutional style investment management. In addition, we provide you full transparency in all aspects of our relationship.

We coordinate with your current tax and legal advisors that will minimize taxes payable for you and your family.

 
 
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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.