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

Saunders Wealth Advisory Group

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Our clients

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Our clients

In servicing our clients we abide by the "Golden Rule"

At the Saunders Wealth Advisory Group we work with people we like and trust and who share our business principles.

 

  • Business owners who have built significant financial assets both within and outside their business
  • Business owners preparing their business to be sold/transferred
  • Professionals
  • Individuals and families

 

Our clients value our elevated services and remain loyal to a long-term business relationship.

 

Words of expression from clients of the Saunders Wealth Advisory Group

 

While maintaining client confidentiality is paramount, a few clients have commented on their experience with the Saunders Wealth Advisory Group:

 

"Knowledge, expertise, professionalism and courtesy are some of the remarkable qualities that embody the Saunders Wealth Advisory Group's services atttibuted to me"
Dr Ash Madhvani.

 

"Cyrilla, you and the Saunders Wealth Advisory Group have helped our family and business in ways way beyond what we originally expected from any wealth advisory group.You have been our road to success during years of investment planning, our guardians during challenging decision making and worked beside other professionals to ensure smooth landings each and every time. A huge thank you."
Anthony & Christine d'Eon
West Pubnico, NS

 

"I am a newcomer to the world of investing. Cyrilla has worked with me to develop a portfolio that I can feel comfortable with. She consistently outlines our plan and why we chose it. If a manager is not performing to her expectations she will suggest a change. Her office is efficient with handling disbursements and I feel well looked after."
Glenna Boudreau
Yarmouth, NS

"Well done is better than well said."

- Benjamin Franklin

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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.