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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
  • Community
  • Contact us
 

Our value

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Our Value

Why The Sommer Francis Financial Group?

The Sommer Francis Financial Group is dedicated to supporting you and your family through all your financial goals. One of the biggest benefits of working with our team is that we integrate a variety of services to create personalized financial solutions for each of our clients. Clients can benefit from a number of unique advantages, one of which is our ability to provide valuable tax insight. The Sommer Francis Financial Group can create a comprehensive and individualized financial plan that can minimize your taxes and ensure that you and your family are well taken care of. As well, we can work with your accountant to ensure a smooth and seamless tax filing experience.

 

COMPREHENSIVE INVESTMENT MANAGEMENT STRATEGY:

  • Investing 
  • Financial Planning
  • Retirement Planning
  • Charitable Giving
  • Cash Flow Management 
  • Estate Planning
  • Education
  • Tax Planning
  • Insurance Planning 
  • Private Banking

 

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 IIROC  Canadian Investor Protection Fund

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.