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

The Sommer Francis Financial Group

  • Home
  • Simplify your life
  • About Us
    • Our Team
    • Our value
    • Wisdom
  • Services
    • Our solutions
    • Integrated approach
    • AMA
  • Insights
    • Market insights
    • Blog
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The Sommer Francis Financial Group

 

Wealth Management & Investment Advisory Services to Individuals, Families,
and Institutional (Foundation) Clients.

 

We are committed to understanding your personal and financial goals. We are here to help manage your portfolio, your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management.

 

CREATING A WEALTH MANAGEMENT PLAN:

Our wealth management process begins with listening to your concerns and gaining a thorough understanding of your financial priorities and circumstances. Together we’ll create a long-term wealth management strategy that helps you manage risk over time, improve performance potential in a variety of market conditions, and keep your portfolio aligned with your goals.

 

COMPREHENSIVE SERVICE AND SUPPORT:
Investment advice is a key part of managing your wealth, but it is just one component of a bigger picture. Managing finances, minimizing taxes, planning retirement and structuring your estate are all facets of wealth management. As our client, you gain access to our team of financial planning, tax & estate specialists and the depth of resources of CIBC’s exclusive Private Wealth Management.

 

OUR CLIENTS BENEFIT FROM:

  • Customized wealth management plans
  • A dedicated team to respond to queries
  • Discretionary portfolio Management
  • Transparent and potential fee deductibility
  • Access to a dedicated Private Banker
  • Ongoing reviews and market insights
  • Full disclosure and open communication

 

*Client "fit" and Portfolio Minimums Apply

 

PLANNING FOR TOMORROW:

  • Define Your Legacy
  • Estate Planning Expertise
  • Business Succession Planning
  • Giving Something Back

 

HERE TO HELP:

Managing your wealth to give you peace of mind, requires a relationship built on trust, expertise and a thorough understanding of your needs –our commitment to outstanding personal service is one of our highest priorities.

 

If you would like to discuss our planning process in greater detail or get a second opinion on your investments, give us a call (604 535-3749). We provide advice and can help align your investments to your personal situation and risk tolerance.

We would be happy to meet for a no-obligation introduction to show you what we can offer you.  Schedule an appointment today!

 

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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Complementary Consultation

To request a complementary consultation or to receive our monthly update click the email button below.

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Bryan Sommer standing on a playground  

CPA BC Profile

New member feature in CPA BC's in Focus magazine! Click the Learn more button to view the article.

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The Reveal: Stepping Across the Line into Retirement  

To request a free copy of The Reveal...

To request a free copy of Bryan's book, The Reveal: Stepping Across the Line into Retirement, click the Learn more button.

Learn more

CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

Learn more
 

Contact us

Address

1688-152nd Street
Suite 408
Surrey, BC V4A 4N2
Telephone number: (604) 535-3749
Toll-free: 1 (800) 667-6132
Fax: (604) 535-8103

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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.