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Solmon Advisory Group

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  • About Us
    • Meet the Team
    • Our Wealth Optimization Process
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Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-8777
Email Email us
Email Email
Telephone Number Tel

Your Success, Front and Center

By first understanding your goals, we develop a tailored investment approach that puts the global capabilities of CIBC Wood Gundy to work for you. We can help turn your financial goals into reality with our investment expertise, planning experience, and superior client service.

 

We believe that wealth management does not have a one size fits all solution and our process is designed to put the client at the center of the wealth management experience. Active investments and discretionary management allows us to maximize your returns, while our drive to understand your story ensures we deliver a tailored investment strategy designed to meet your financial goals.

 

 

 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
 

CONTACT US

We're happy to hear from you.

If you have questions or feedback, or would like a second opinion about your investment portfolio, contact us.

 

Jason Solmon

Wealth Advisor

Email: jason.solmon@cibc.com Opens in your email client
Telephone number: (416) 369-8777Opens in your telephone provided application

Leigh-Anne Botting

Client Associate

Email: leighanne.botting@cibc.com Opens in your email client
Telephone number: (416) 921-3081Opens in your telephone provided application
 

Contact us

Address

Solmon Advisory Group Address
Brookfield Place Suite 600
181 Bay Street
Toronto, ON M5J 2T3
Telephone number: (416) 369-8777
Toll-free: 1 (800) 387-1865
Fax: (416) 369-8987
 

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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.