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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
  • Insights
    • Market insights
    • Blog
  • Community
  • Contact us

Simplify your life

Address 1688-152nd Street Suite 408 Surrey BC, V4A 4N2
Telephone Number (604) 535-3768
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Planning For Peace Of Mind

Northview Wealth Management strives to protect and grow wealth for affluent clients. Our strong client retention rate is a testament to both our proven strategies and exceptional client service.

We are here to ensure you and your family are well taken care of now, and in the future.

Wealth management is more than just investments.

Our advisory practice is built on a team approach which means that you have immediate access to a team of specialists who have worked with clients in similar financial situations and do not rely on the limited expertise of a sole financial advisor. We carefully consider and integrate all relevant information to structure a wealth management strategy built around what is most important to each client. Our number one priority is working one on one with each client in order to help you achieve your financial goals.

Invest well. Live better.

 

Comprehensive Investment Management Strategy

  • Investing 
  • Financial Planning
  • Retirement Planning
  • Charitable Giving
  • Cash Flow Management
  • Estate Planning
  • Education
  • Tax Planning
  • Insurance Planning
 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.