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

Alicja Brown

  • Home
  • About us
  • Our solutions
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Tailored portfolios

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 498-5042
Email Email us
Email Email
Telephone Number Tel

Tailored portfolios

Personalized portfolios

PERSONALIZED PORTFOLIOS

The Brown Investment Group realizes that each client is unique in one way or another, therefore we steer clear from cookie-cutter portfolios. Instead, with a thorough review of our clients financial situation, we derive an action plan; Our action plan incorporates investment time horizons, risk appetite, personal values and capital. Given these financial variables, we optimize your financial risk/reward through Responsible Investment (RI).

 
Wealth strategies

Wealth Strategies

Every wealth management strategy is modified to suit your lifestyle and needs, and we will always provide a customized approach for your specific investment style. You can depend on sophisticated wealth management from professionals who have an interested investment in your continued success.

 
Stay Invested

Stay Invested

Do you know about the risks of emotionally-driven portfolio shifts? If not, let’s talk about how times of volatility and uncertainty can affect your portfolio and learn how strength through volatile times can lower risk. Together, we’ll create a diversified portfolio that offers you more stability and peace of mind.

 
Professional Investment Management

Professional Investment Management

Important demands in your schedule may prevent you from managing your financial affairs. Professional investment management keeps your schedule free and ensures you always receive the full benefits of devoted specialists. We’ll help you take back your time and approach your financial investments with more confidence.

 
Active management

Active Management

Your professional managers will work daily on your behalf to monitor the risk and growth of your portfolio, meet with money managers to optimize your returns, attend educational advancement events, and seek out new opportunities for your investments. Monthly reporting helps us maintain open communication and additional support is always available when you need it.

 

Contact us

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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.