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

Remy Investment Group

  • Welcome
  • Our Proven Philosophy
  • Our Team
  • Our Partnerships
  • What Sets Us Apart
    • Community
    • Testimonials
  • Services For You
    • Responsible Investing
    • Planning And You
    • Our Solutions
    • Resource Center
  • The Blog
    • Monthly Newsletter
    • Blog
    • Events

Resource Center

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 429-8905
Email Email us
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Telephone Number Tel

Resource Center

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Estate Planning

Transitioning wealth in your family can be a smooth process when you have an estate plan in place. The Petra Remy Investment Group’s team of experts can advise you on issues like minimizing taxes, reducing market risk impact, and potential family disputes – now and when your estate is settled.

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Succession Planning

A succession plan is a smart, strategic move that directly benefits your future by protecting what you've built and ensuring your wishes are carried out smoothly. By putting a clear plan in place now, you can reduce stress and uncertainty later. Learn more today.

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Power Of Attorney

A power of attorney is a legal document which authorizes another person to act on your behalf. Giving power of attorney to someone does not take away your power. Learn how a power of attorney could benefit you.

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Will Planning

A properly structured Will is the most effective way to make sure that your estate assets will be managed and distributed according to your wishes. We are here to help, learn more today.

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Financial Post                                                                                                                                   Globe Investor                                           

Canadian business news, investing, and commentary                                                      Current business, market, and securities news

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FINANCIAL TIMES                                                                                                                          OAS & CPP

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What's Your Story? Quotation annotation, forest pathWe hear the complicated stories of high networth individuals, we would be glad to hear your story and complete a complimentary financial assessment.

 

RIA                                                                      UN SDG's                                                            UNPRI

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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.