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

Coy Vandertoorn Advisory Group

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Address 77 Westmorland Street Suite 770 Fredericton NB, E3B 6Z3
Telephone Number (506) 451-8830
Email Email us
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Telephone Number Tel

With wealth comes complexity! At Coy VanderToorn Advisory Group we promise a richer client experience by drawing from our highly qualified and experienced team of professionals. As one of the few Chartered Accountant/Chartered Financial Analyst teams in Atlantic Canada, our deep understanding of these complex situations differentiates us. We believe this is the key to our clients' success!

We work with successful entrepreneurs, professionals and their families who are looking for expert advice in the areas of:

  • Disciplined Portfolio Management
  • Tax, Retirement, Estate and Insurance Planning
  • Business Succession Planning
  • Multigenerational Wealth Management Planning

We take ownership of the planning and will customize a well-structured and diverse investment strategy that aligns with the goals of the client.

Maintaining our reputation as trusted and qualified professionals is at the forefront of everything that we do.

 

Contact us

Address

Coy Vandertoorn Advisory Group Address
77 Westmorland Street
Suite 770
Fredericton, NB E3B 6Z3
Telephone number: (506) 451-8830
Toll-free: 1 (800) 268-8875
 

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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.