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

Anthony Haley

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About us

Address 1708 Dolphin Avenue Suite 1007 Kelowna BC, V1Y 9S4
Telephone Number (250) 448-5462
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About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
Anthony Haley

Anthony Haley

Senior Investment Advisor
(250) 448-5462
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anthony.haley@cibc.com
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Anthony Haley is a seasoned financial services professional with over 15 years of industry experience. He works closely with partners from across CIBC to help accelerate his clients’ retirement goals and estate planning needs. Anthony's commitment extends beyond financial matters; he genuinely cares about his clients and their well-being. Grateful for the opportunity to be part of CIBC Wood Gundy, he is dedicated to guiding his clients toward a secure financial future, embodying professionalism, community engagement and compassion in his role as a trusted Investment Advisor.

His personal financial journey began in his 20’s when he and his wife wisely invested in their first piece of real estate, laying the foundation for a secure future. Beyond his professional accomplishments, Anthony is deeply ingrained in community service, having taken on past volunteer roles as a youth sports coach, and many positions on his children’s elementary school board, most recently as financial chair.

Anthony has lived in the picturesque Okanagan for over a decade with his wife and five children. Their bustling household also includes two dogs and a cat.

 
 
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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.