What you can expect

255 Queens Avenue Suite 2200 London ON, N6A 5R8

(519) 640-7707

Email us

Email

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

Rates
FAQ
Agreements
Trademarks & Disclaimers
Privacy & Security
IIROC AdvisorReport

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.