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

TRAINOR SPOONER Advisory Group

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Address 635 Fitzgerald Avenue Suite 101 Courtenay BC, V9N 2R4
Telephone Number (250) 703-5386
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Keeping you informed, in many ways

Learning and Advancing Together

 

The Value of Advice

Over a 15 year period, investors who work with an advisor have been shown to have nearly four times the assets of investors who do not work with an advisor. Importantly, this is not all attributable to better stock selection--but rather is more of a result of adherence to disciplines associated with long-tenured financial advise and planning and higher savings rates.

The Gamma Factor and the value of Financial Advise Summary, Claude Montmarquette, Natalie Vennot-Briot, 2016

Working together with our clients, the TRAINOR SPOONER Advisory Group team members individually and collectively are committed to continuously learning and evolving. It is important for us to know our clients have an understanding how they are invested. We believe clients who understand and can clearly see how their financial goals will be achieved make better and more successful decisions. This is why we take the time with clients to continuously build that level of understanding. We get no greater satisfaction than having client know they are on track, and that we are helping them stay on track.

 
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One-to-One Insights

Our monthly eNewsletter provides insight on wealth strategies and lifestyle topics. Contact us if you’d like to subscribe.

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Monthly World Markets Report

Connect with us about some of CIBC's best equity investing ideas for your portfolio.

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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.