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

Chris Uri, PFP, CIM

  • Home
  • About us
    • Our team
    • Team-based approach
    • Testimonials
  • Services
    • Our solutions
    • Estate planning and wealth preservation
    • Retirement planning
    • Solutions for business owners
  • Market insights
  • Community
  • Contact us
  • Joint Team

Solutions for business owners

Address 275 Lansdowne Street Suite 400 Kamloops BC, V2C 1X8
Telephone Number (250) 314-3883
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Solutions for business owners

As a business owner, you dedicate long hours to making your company a success. But it can be difficult to stay on top of everything. Working with a team of experts can help you ensure that your business and personal financial needs are attended to, while freeing up more of your time to focus on your customers.
 

At CIBC Wood Gundy, we can offer the following solutions and services:

• Employee benefit programs

• Retirement products

• Business transition planning

• Financial planning

• Charitable giving

• Corporate insurance products
 

Through our partners at the CIBC group of companies, we can also offer you banking solutions suitable for your business needs.

 

I would be pleased to meet with you to discuss your business objectives and establish a plan that will help you continue to build upon the success of your business.

 

 
 
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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.