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

Brodie Wagner

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Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 429-893
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Introduction

As a CIBC Wood Gundy Investment Advisor, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to meet your individual needs. I believe that managing your wealth not only requires a close personal relationship built on trust and integrity, but also a thorough understanding of your investment goals and objectives. This understanding is the foundation to delivering exceptional service and advice that anticipates and responds to your unique needs.

My primary focus is to provide you with superior performance, service and ultimately, peace of mind.

At CIBC Wood Gundy:

Through working in conjunction with tax, legal and estate specialists, we provide personally tailored solutions that extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth. CIBC Wood Gundy offers a full range of financial services to accommodate all aspects of your financial situation throughout your lifetime.

 
Brodie Wagner

Brodie Wagner, CFA, CIM

Senior Wealth Advisor, Portfolio Manager
(780) 429-8930
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brodie.wagner@cibc.com
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Brodie has over 15 years of experience in financial services and stands as a seasoned Portfolio Manager who brings a wealth of expertise to the table. He adopts a comprehensive approach, delving into the intricacies of your unique situation to provide purposeful recommendations aimed at optimizing the structure of your financial affairs. Brodie's knowledge encompasses tax planning, wills, insurance, estate, and trust planning. He is known for his ability to forge enduring partnerships with clients. His approach ensures the development of a personalized and well-rounded financial strategy tailored specifically to help meet your unique needs.  Brodie is a Chartered Financial Analyst® Charterholder and holds the Chartered Investment Manager® designation, outlining his dedication as an Investment Advisor.

Contact: Brodie.Wagner@cibc.ca | (780) 429-8930

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Our Team

Brodie Wagner

Brodie Wagner, CFA, CIM

Senior Wealth Advisor
Portfolio Manager
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Monal Pancholi

Monal Pancholi

Client Associate
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Shelby Samoil

Shelby Samoil

Client Associate
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Learn more
 

Contact us

Address

Brodie Wagner Address
10180-101 Street
Suite 1800
Edmonton, AB T5J 3S4
Telephone number: (780) 429893
Toll-free: 1 (800) 232-7296
Fax: (780) 429-8999
 

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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.