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Maltby Casey Investment Group

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Address 32 Church Street, Suite 202 Amherst NS, B4H 3A8
Telephone Number (902) 667-2006
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Welcome

The Maltby Casey Investment Group provides wealth management planning and advisory services, investment strategies and superior service.

Our focus is on building and preserving the real value of client assets. Whether investors are accumulating or protecting wealth, the priority is to have their capital work efficiently with portfolios that are established to deliver the desired level of annual income and capital appreciation.

We only look to create long-term relationships and have found that by offering full transparency we can demonstrate that we are committed to being an excellent partner to our clients. More than just investing, we aim to create significant connections when you become a client for life.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our solutions

By leveraging the strengths of specialists and resources across the CIBC group of companies, we are able to offer solutions and services for all your financial needs.

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Investment process

We employ a disciplined investment process to ensure your investments achieve the goals outlined in your financial plan. Our goal is to offer the right strategy by customizing a portfolio that suits you and your family.

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Our Team

Mark Casey

Mark Casey, FMA

Senior Wealth Advisor
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Stephen Maltby

Stephen Maltby, CA

Investment Advisor
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Luke McSorley

Luke McSorley

Associate Investment Advisor
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Karen Mills

Karen Mills

Client Associate
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Andrea Rushton

Andrea Rushton

Administrative Assistant
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Contact us

Address

Maltby Casey Investment Group Address
32 Church Street, Suite 202
Amherst, NS B4H 3A8
Telephone number: (902) 667-2006
Toll-free: 1 (888) 892-2111
Fax: (902) 667-1140
 

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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.