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

Velikonja Financial

  • Home
  • About Us
    • Our Team
    • Interview with Ted
  • Services
    • Our solutions
    • What you can expect
  • Integrated approach
  • Videos
  • Market insights
  • Community

What you can expect

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7707
Email Email us
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Telephone Number Tel

What you can expect

  • A consistent Investment Management process that is uncomplicated

  • We ensure your plan considers all areas that make up your financial picture, including funding for education, minimizing your tax burden, planning for your retirement income or constructing an estate plan

  • An experienced team that continuously works to EXCEED YOUR EXPECTATIONS

 

WHO DO WE BEST SUIT

  • You believe in long-term investing

  • Preservation of capital with reasonable rates of return are important – speculating is not necessary

  • You believe that a consistent, disciplined investment process will be rewarded over time

 

"It starts with the right fit. When we align expectations with consistency, you will not be disappointed."

– Ted Velikonja

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.