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

The Pollack Braun Blatt Advisory Group

  • Home
  • About us
    • Our team
    • Why us?
  • Services
    • Our solutions
    • Wealth management
    • Our offering
  • Our clients
    • Who we work with
    • Case studies
  • Market Insights
    • Blog
  • Community
    • Our involvement
    • Additional involvement
  • Contact us

Case studies

Address 1 Lombard Place 20th Floor, Suite 2000 Winnipeg MB, R3B 3N9
Telephone Number (204) 942-0311
Email Email us
Email Email
Telephone Number Tel

Case studies

Wealth Transfer

Mr. and Mrs. Kay are prospective clients in their 70s that expressed a great deal of concern about who would take over their financial affairs in the event of either of their deaths...

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Retirement

A couple looking to retire within the next few years currently has more questions than answers. They are looking to partner with a team to help navigate the many uncertainties that come with such a decision...

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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.