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

Wheeldon Peschke Advisory Group

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About us

Address 502 Victoria Street Nelson BC, V1L 4K8
Telephone Number (250) 352-1464
Email Email us
Email Email
Telephone Number Tel

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Simon Wheeldon

Simon Wheeldon

Investment Advisor

Tel:

(250) 352-1464

Email:

simon.wheeldon@cibc.ca

I was raised in Nelson and have called it my home for 40+ years. I played professional ice hockey that included the NHL and Europe and received my education from the University of Victoria. Currently I reside in Nelson year round. 

Commitment to Clients:

  • I offer personalized Wealth Management built on a foundation of Integrity, Service and Trust
  • My clients can expect to receive regular personal contact, support in financial planning and goal setting, and frequent portfolio updates.
  • As an Investment Advisor at CIBC Wood Gundy, I have access to a wealth of industry leading researchers and financial analysts.
  • Easily reachable
  • Ability to Listen and deliver appropriate financial solutions

Building your portfolio:

  • I need to understand your financial situation and expectations
  • Identify your specific goals in order to select the appropriate securities. 
  • Protect your capital.
  • Provide higher yields and capital appreciation.

Matthew Peschke

Matthew Peschke, CIM, PFP

Associate Investment Advisor

Tel:

(250) 352-1461

Email:

matthew.peschke@cibc.ca

I was raised in Nelson, where I have spent over 20 years of my life. I received my education from the University of Lethbridge. I hold the Chartered Investment Manager (CIM) and Personal Financial Planning (PFP) designations and I am Life Insurance licensed through the Insurance Council of BC.

Simon Wheeldon

Simon Wheeldon

Investment Advisor
(250) 352-1464
Opens in your telephone provided application.
simon.wheeldon​@cibc.ca
Opens in your email provided application. Opens in a new tab.

I was raised in Nelson and have called it my home for 40+ years. I played professional ice hockey that included the NHL and Europe and received my education from the University of Victoria. Currently I reside in Nelson year round. 

Commitment to Clients:

  • I offer personalized Wealth Management built on a foundation of Integrity, Service and Trust
  • My clients can expect to receive regular personal contact, support in financial planning and goal setting, and frequent portfolio updates.
  • As an Investment Advisor at CIBC Wood Gundy, I have access to a wealth of industry leading researchers and financial analysts.
  • Easily reachable
  • Ability to Listen and deliver appropriate financial solutions

Building your portfolio:

  • I need to understand your financial situation and expectations
  • Identify your specific goals in order to select the appropriate securities. 
  • Protect your capital.
  • Provide higher yields and capital appreciation.

Matthew Peschke

Matthew Peschke, CIM, PFP

Associate Investment Advisor
(250) 352-1461
Opens in your telephone provided application.
matthew.peschke​@cibc.ca
Opens in your email provided application. Opens in a new tab.

I was raised in Nelson, where I have spent over 20 years of my life. I received my education from the University of Lethbridge. I hold the Chartered Investment Manager (CIM) and Personal Financial Planning (PFP) designations and I am Life Insurance licensed through the Insurance Council of BC.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Darrell T. MacKay

Darrell T. MacKay, CFP, RRC

Financial Planning Consultant

As a Financial Planning Consultant, Darrell has the experience and expertise to work with advisors and our clients to develop customized financial plans to meet personal and business goals and objectives. Darrell has been in the financial services industry since 1986, and provides in-depth knowledge and comprehensive planning advice. 

Darrell T. MacKay

Darrell T. MacKay, CFP, RRC

Financial Planning Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Financial Planning Consultant, Darrell has the experience and expertise to work with advisors and our clients to develop customized financial plans to meet personal and business goals and objectives. Darrell has been in the financial services industry since 1986, and provides in-depth knowledge and comprehensive planning advice. 

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.