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

Valentine Investment Group

  • Home
  • Plan. Preserve. Perform
  • About Us
    • Our Team
    • Family Approach
    • Integrated Approach
  • Services
    • Our Solutions
  • Market Insights
  • Client Experience
  • Contact us

Client Experience

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0132
Email Email us
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Client experience

At The Valentine Investment Group, our team knows that the relationship between us and our clients extends beyond financial performance. Our investment and wealth building process is completely client centric which entails us working closely with other facets of CIBC Wood Gundy to ensure our clients achieve their life-long goals.

 

The client experience 

  • Business succession planning
  • Income protection
  • Commercial banking
  • Managed accounts - Fee-based services
  • Private banking
  • Fixed income specialists
  • Retirement planning
  • Asset protection
  • Education funding
  • Estate planning
  • Portfolio advice & investment research
  • CIBC Wood Gundy giving back program 

 

 

 
 
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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.