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

Victoria

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Victoria Branch 

The Investment Advisors at the Victoria Branch come from a variety of backgrounds, different experiences and speak different languages. We are confident you will find an Advisor that suits your needs. A full list of our Advisors and information about them is available here. Select the names below to learn more about each Advisor's client service offer:

Our Investment Advisors & Teams

Aitchison Sikora Financial Group 

Anup Grewal

Bill Wiltse 

Dukelow Long Advisory Group 

Elbers Financial Group 

Fancy Ching

Gregory Wild

Jake Brumby 

Keech Turpin Garnett Wealth Advisory 

Ron A. McQuarrie

Steven Lobb

The Kratz Financial Group 

Vancouver Island Advisory Group 

Watkins Group 

Learn more about our other branches:

Courtenay

Nanaimo

Sidney

Finding the "right fit" with an Investment Advisor for you and your family

It is critical that your Investment Advisor's experience, personality and expertise aligns with what's most important to you.
 

Here are some key questions to consider when meeting an advisor:

  • What is your investment philosophy?
  • What other types of services over and above investment services do you offer (financial planning/ estate planning/ retirement planning)?
  • What is the cost for your services?
  • Is there a particular type of client that you work with (professional/ business owner/ retiree)?
  • What are your credentials?
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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.