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

Pasquale (Charlie) Aiello

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Address Richardson Building, One Lombard Place 10th Floor Winnipeg MB, R3B 3N9
Telephone Number (204) 946-9849
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Our team is honoured to be chosen as one of Canada’s Top Wealth Advisors for 2021 by the Globe and Mail*.  Thank you to my CIBC Wood Gundy Team for all of your support, and thank you to our clients for allowing us to help make their ambitions real.

https://www.theglobeandmail.com/business/rob-magazine/article-canadas-top-wealth-advisors-2021/

https://www.theglobeandmail.com/business/adv/article-canadas-top-wealth-advisors-pasquale-charlie-aiello/

The Globe and Mail has partnered with SHOOK Research to launch the Report on Business ranking of Canada’s Top Wealth Advisors, a new annual list which debuted in the November 2021 issue of Report on Business magazine and online.

 

"I help affluent individuals, professionals, associations and business owners to simplify and organize their financial affairs."

The key to successful wealth management is planning. Yet, planning your financial security can be difficult. Regardless of your stage in life it's important that you take steps today to ensure your personal financial independence in the future. The wealth management process reviews your financial circumstances, develops appropriate financial and estate planning strategies and responds to changes in your life, as well as changes in the world around you.

As an Investment Advisor, I am dedicated to the enhancement and preservation of individual investor assets. My wealth management process begins by collaborating with you. Through the decisions we make together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.

With thirty years of experience in the financial services industry, I draw on my training and experience to help you develop appropriate strategies, which may include retirement, insurance, tax and estate planning recommendations. By concentrating on your financial and investment needs, I can help you develop innovative strategies to manage your finances.

  • Charitable Giving
  • Advisory & Professional Investment Management Services
  • Tax Efficiency
  • Retirement and Estate Planning
  • Business Succession Planning
  • Financial Planning Services
  • Insurance
 

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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CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

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Meet the Team

Learn more about our team, who we are and what we do.

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Giving Back

Did you know that our team is involved in both CIBC's Miracle Day and Run for the Cure? Learn more about our community involvement here.

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Contact us

Address

Richardson Building, One Lombard Place
10th Floor
Winnipeg, MB R3B 3N9
Telephone number: (204) 946-9849
Toll-free: 1 (800) 665-6789
Fax: (204) 926-7725
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.