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

The Bowles Financial Group

  • Home
  • About us
  • Our Approach
  • Services
    • Portfolio Partner
    • Retirement Planning
    • Estate Planning
    • Advisor Managed Account
  • Market insights
  • Community
  • Contact us

Portfolio Partner

Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 897-3744
Email Email us
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Portfolio Partner

Effectively Managing Your Portfolio

Portfolio Partner places you and your Investment Advisor on the same side of the table, sharing the same goal — to see your assets grow. This premium portfolio service allows you to work closely with our Investment Advisors to implement a tailored investment strategy to manage your portfolios on an ongoing basis.

 

Where Is The Value?

Your Investment Advisor offers a range of value-added services that are included in your Portfolio Partner annual fee. From professional investment advice and one-on-one meetings and access to insightful research, Portfolio Partner is more than just an account – it is an all-inclusive investment service designed to help you achieve your financial goals. Contact us to see how Portfolio Partner can be useful for you.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 
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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.