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

Balsamo Financial Group

  • Home
  • About us
    • Our team
    • Our commitment
    • Our process
    • Services
  • Market insights
  • Community
  • Contact us

Our commitment

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2326
Email Email us
Email Email
Telephone Number Tel

Our commitment

What can you expect?

  • A financial plan based on what is important to you
  • Unbiased advice with no limitations
  • Customized investment strategies
  • Cost minimization and flexibility
  • Risk management with active asset shifts
  • Personalized and ongoing service

What we don't do…

  • Focus on the short term
  • Invest in products we wouldn't put our own money into
  • Hide from our clients during market turmoil
 
 
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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.