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

Chisholm Advisory Group

  • Home
  • About us
    • Our team
    • Team philosophy
  • Services
    • Our solutions
    • Investment Consulting Service (ICS)
    • Portfolio partner
  • Market insights
  • Community
  • Contact us
  • Education Seminars

Team philosophy

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 420-6213
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Team Philosophy

Our Commitment:

  • We believe it is important to offer our clients clarity, transparency and certainty of our service. 
  • We put our clients first in all decisions. 
  • We take a holistic approach to financial decision making by drawing from a large team of trusted professionals and their expertise. 
  • We ensure that we communicate with our clients regularly and honestly. We tailor frequency and method of communication to our client's preference. 
  • We will make every effort to keep our interactions as clear and concise as possible. Your finances can be intimidating it is our commitment to ensure you understand and are comfortable being an active participant in your investment plan.
 

Our Viewpoint

The Chisholm Advisory Group looks to the horizon for economic change. One of our many roles is to inform, educate and act when your financial goals change. We are constantly evolving, monitoring and researching in order to ensure our securities selections keep up with the ebb and flow of today's markets.

 

Our Community

We view our clients as our community and our vision is to connect and support our clients in many ways, defined by them and for them. We believe that is our responsibility to maintain a constant dialogue to enhance our skills, knowledge and business practice. We achieve this through feedback face-to-face events and client surveys. We want to hear what matters!

 
 
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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.