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

Carter Wealth Advisory Group

  • Home
  • About us
    • Our Team
    • Our Approach
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    • Our Services
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  • Market insights
  • Let's Talk
 

Our Approach

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Our Approach

We Work With You

The Carter Wealth Advisory Group brings a sophisticated approach and dedication to your wealth management. We are a team that is progressive by nature; leading in our industry in client retention, knowledge and credentials.

Your personal and family goals are the foundation of our holistic wealth management approach.

Our comprehensive planning includes your:

  • Investments
  • Real Estate
  • Business
  • Insurance
  • Estate

As a Team we work with you:

  • Through open discussion, to discover and fully understand your unique story, concerns and goals.
  • To Collaborate with your other trusted professionals (i.e. Accountant and Lawyer)
  • By proactively reviewing, monitoring and implementing changes whenever necessary or advantageous.
  • To empower you with education and knowledge, which enables us to make smart decisions together.

                             "Investing in women is always a good investment." 

                                                    - Senator Catherine Callbeck 

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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.