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

TRAINOR SPOONER Advisory Group

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  • Working with You
  • Meet the Team
  • What We Do
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What We Do

Address 635 Fitzgerald Avenue Suite 101 Courtenay BC, V9N 2R4
Telephone Number (250) 703-5386
Email Email us
Email Email
Telephone Number Tel

Managing Your Wealth for You

We believe planning and staying focused on the long-term
are the best determinants of success.

 

We work together with our client to:

  • create a disciplined and detailed financial roadmap that is unique to them,

  • help clients achieve their goals, and

  • provide understanding and agreement on how we will work for our clients as they travel along their investment journey.

 

we work with our clients to ensure their risk tolerances are accurately reflected in their investments We create a financial roadmap to ensure clients incur minimal amount of risk and disruption along the way We routinely re-visit the plan to ensure together we remain on track We empower clients with knowledge as we travel together along their journey of reaching their goals

 

We provide our clients with the following services, as part of our overall wealth management commitment to clients:

 

Strategic asset allocation

and investment guidance

 On-going
financial planning		 Estate and
legacy planning		 Cash flow 
strategies
Investment management as illustrated by a dollar sign inside of a mechanical cog financial planning as illustrated by a dollar sign inside illustration of file folders estate planning as illustrated with an image of a house inside a financial plan document cash flow illustrated by dollar sign followed by an arrow in and another dollar sign followed by an arrow out

 

Tax-efficient
investment strategies		 Risk monitoring and
performance reporting		 Client engagement
and knowledge sharing
tax efficiency as illustrated by a dollar sign enclosed in a circle, enclosed by a financial plan report risk management as illustrated by a growth graph with an exclaimation point above it education as illustrated by a report card / certificate

 

 
 
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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.