The Pollack Braun Blatt Advisory Group

Value Proposition

March 20, 2025

Discover how our custom investment strategies and personalized advice can help you achieve your financial goals with confidence.

[CIBC logo

Man standing in boardroom

Jason Braun, FCSI, CIM, PFP, B. Comm | Senior Wealth Advisor]

Jason: Our goal at CIBC Wood Gundy is to build a trust based relationship that provides meaningful benefits to you and your family throughout your entire life. From educational needs, saving for a first home, saving for retirement, to planning for your estate. So many of life’s milestones include a financial component and we feel strongly that working with a trusted advisor can provide not only significant financial benefits but also provides peace of mind that you are making correct informed decisions every step along the way.

[Man in office

Joshua P. Blatt, B. Comm, CPA, CA | Wealth Advisor]

Josh: We partner with CIBC experts to help you create a solid foundation for your financial future. Our relationship is built on delivering value beyond just the financial products. We anticipate your financial journey, identifying opportunities and challenges ahead.

[Third man in office

Hart Pollack, CIM, FMA | Senior Wealth Advisory]

Hart: We don’t believe there is a “type” of client as everyone has a unique set of circumstances, goals, and needs. We therefore build relationships by taking the steps to fully understand the intricacies of the individuals, families, and businesses with a multigenerational lens so that we can continue to work with you for generations to come.

[Woman in office

Tanis Bridges, Client Associate]

Tanis: We’re more than just a team, we’re a family. With many years of working together under our belt we’ve built a bond that’s strong, supportive, and respectful. We believe in building meaningful relationships with each and everyone of you. You are at the heart of everything we do. Your financial well-being matters to us. Partner with us and let’s get started.

[CIBC logo, CIBC Private Wealth, The Pollack Braun, Blatt Advisory Group

"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. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. Hart Pollack, Jason Braun, and Josh Blatt are Investment Advisors with CIBC Wood Gundy in Winnipeg. The views of these three Investment Ad do not necessarily reflect those of CIBC World Markets Inc. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.]

[CIBC logo

Man standing in boardroom

Jason Braun, FCSI, CIM, PFP, B. Comm | Senior Wealth Advisor]

Jason: Our goal at CIBC Wood Gundy is to build a trust based relationship that provides meaningful benefits to you and your family throughout your entire life. From educational needs, saving for a first home, saving for retirement, to planning for your estate. So many of life’s milestones include a financial component and we feel strongly that working with a trusted advisor can provide not only significant financial benefits but also provides peace of mind that you are making correct informed decisions every step along the way.

[Man in office

Joshua P. Blatt, B. Comm, CPA, CA | Wealth Advisor]

Josh: We partner with CIBC experts to help you create a solid foundation for your financial future. Our relationship is built on delivering value beyond just the financial products. We anticipate your financial journey, identifying opportunities and challenges ahead.

[Third man in office

Hart Pollack, CIM, FMA | Senior Wealth Advisory]

Hart: We don’t believe there is a “type” of client as everyone has a unique set of circumstances, goals, and needs. We therefore build relationships by taking the steps to fully understand the intricacies of the individuals, families, and businesses with a multigenerational lens so that we can continue to work with you for generations to come.

[Woman in office

Tanis Bridges, Client Associate]

Tanis: We’re more than just a team, we’re a family. With many years of working together under our belt we’ve built a bond that’s strong, supportive, and respectful. We believe in building meaningful relationships with each and everyone of you. You are at the heart of everything we do. Your financial well-being matters to us. Partner with us and let’s get started.

[CIBC logo, CIBC Private Wealth, The Pollack Braun, Blatt Advisory Group

"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. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. Hart Pollack, Jason Braun, and Josh Blatt are Investment Advisors with CIBC Wood Gundy in Winnipeg. The views of these three Investment Ad do not necessarily reflect those of CIBC World Markets Inc. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.]

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Your Dreams. Our Expertise. Imagine the Possibilities.

More than just your wealth manager, we're your personal CFO. What if your investment advisor had their finger on the pulse of your life, not just the market?

The Pollack Braun Blatt Advisory Group is a multi-generational wealth management practice that specializes in helping you and your family accumulate, preserve and transfer wealth. As the financial industry evolves, you should expect more from your professional advisors. The comprehensive integration of your work, family, and legacy may be best achieved by working with a quarterback that will be an advocate for your finances.

The Pollack Braun Blatt Advisory Group offers estate and financial planning, investment management, and retirement planning services for professionals, individuals, families, businesses, and not-for-profit organizations in Canada. At CIBC Wood Gundy, an integral group of CIBC Private Wealth, we access and deliver integrated wealth management solutions to High Net Worth individuals and families.