Velikonja Financial
We help you and your family manage the complexities of multi-generational wealth
Working with our clients to help them organize and understand the intricacies of wealth ownership, we develop a plan that is tailored to each individual family, responsive to the needs of each member and reflects the family’s current and future vision.
Experience our multi-faceted approach
In close collaboration with experts from across CIBC, as well as your external advisors, we work with you to provide a bespoke and elevated experience in four key are