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

Beaupre Financial Group

  • Home
  • The Beaupre Experience
  • About Us
    • Our Team
  • Our Services
    • Wealth Management
    • Tax Planning
    • Estate Planning
    • Generating Retirement Income
  • Market Insights
  • Contact Us

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Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7857
Email Email us
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OUR VALUE

 

Mike Beaupre is a Senior Wealth Advisor at CIBC Wood Gundy in downtown Ottawa. As someone with over 30 years of experience in the industry, his passion for assisting clients with navigating life’s unexpected challenges continues to push him. Mike's passion stems from removing financial pressure from his clients so they can focus on what’s most important to them.

Whether you are someone looking to protect and grow your money for retirement or a young professional looking to explore their financial options, we want to provide you with the correct path to do so. Our goal at the Beaupre team is to provide peace of mind to our clients regarding their finances by providing a tailored financial plan that supports their needs.

We understand that every dollar you have earned has come with sacrifice and needs to be treated with the utmost care. That is why our team is dedicated to taking a holistic view of your financial situation to ensure your tax, estate, insurance, and investment plans are optimized.

 

A PEAK INTO THE NUMBERS

 

100 + Clients Served, 30 Years of Experience, 1 TEAM For Your Financial Needs

Have a look at what our clients are saying about us here!

 

LEARN MORE ABOUT OUR SERVICES

Learn more about how we customize YOUR plan from a wealth management perspective here

 

  Learn more about how we customize YOUR plan from a tax planning perspective here

 

 Learn more about how we customize YOUR plan from an estate planning perspective here

 

 Learn how we customize YOUR plan from a retirement income perspective here

 

                          The Basic Experience Versus The Beaupre Experience

                       

 

 

Learn more about the Beaupre Experience Here

 

Contact us

Address

Beaupre Financial Group Address
150 Elgin Street
Suite 2100
Ottawa, ON K2P 1L4
Telephone number: (613) 783-7857
Toll-free: 1 (800) 267-9345
Fax: (613) 239-2917
 

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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.