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

The Bernardi Financial Group

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  • About us
    • Our team
    • How we work
    • What to expect
    • Testimonials
  • Services
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  • Market insights
    • Market viewpoint
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Testimonials

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Testimonials

"We have utmost confidence in John-Paul Bernardi (JP) who began looking after us in 2010. We are able to ask him just about anything concerning our investments and he is quick to respond with sensible and practical advice. We particularly look forward to our annual meeting with him each year where we review our current situation and plan for the future." 

 

"John-Paul Bernardi (JP) is the epitome of an excellent and outstanding professional financial client service advisor! Since 2007 when I became a widow, JP has provided me and family members with his above and beyond long-term financial planning skills, results-based investment strategies and solid returns. JP has always been available when needed, responsive, genuinely nice and has a great support team."

 

"If not for Chris Timms and John-Paul Bernardi and the team, my mother's retirement nest egg would never have afforded her the peace and comfort she has today. My family and I cannot thank you enough for all you have done."

 

"Thank you again so much for your excellent attendance to (estate) account. We are all extremely grateful. I will not hesitate to recommend your services, if the situation should arise."

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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.