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

SMA Investment Group

  • Home
  • About us
    • Our team
    • Working with our team
  • Services
    • Our solutions
    • Investment portfolio
    • Estate and financial planning
    • Wealth management
    • Solutions snapshot
  • Business owners and professionals
  • Integrated approach
  • Market insights
  • Community

Working with our team

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 847-6373
Email Email us
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Telephone Number Tel

Working with our team

In today's landscape of abundant wealth management providers, the choice of whom to entrust household or corporate assets has become increasingly complex. While competency remains a crucial factor, the decision often hinges on comfort, consistency, and trust. These three attributes together form the trifecta essential for establishing successful, long-term working relationships.

 

Fostering meaningful relationships with our clients is paramount. We begin by thoroughly understanding their individual and family profiles, and delve into their financial and economic beliefs, visions, fears, needs, and goals. By processing these crucial details, we establish a foundation to craft and deliver a personalized solution that optimally positions our clients for success.

 

Once a tailored solution is in place, our focus shifts to continuous monitoring of accounts and maintaining proactive contact and communication. This diligent approach not only supports our clients in achieving their objectives, but also forms the bedrock of a strong and enduring working multi-generational relationships.

 
 
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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.