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

Danisi Financial Group

  • HOME
  • WHO WE ARE
    • Our Team
    • Our Value Proposition
    • Our Process
    • The Network Effect
    • Our Client Commitments
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Not-For-Profits & Foundations
  • HOW WE HELP
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Insurance
    • Estate & Tax Planning
  • OUR OFFERING
    • Products
    • Services
  • MARKET INSIGHTS
  • CONTACT US

The Network Effect

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 282-6857
Email Email us
Email Email
Telephone Number Tel

The Network Effect

Leveraging a Network to Enhance Financial Guidance

When managing everything on your own isn't feasible, having a reliable network becomes essential to ensure every financial aspect is handled expertly. That's why at Danisi Financial Group, we aim to integrate seamlessly into your existing team of financial professionals, enhancing and synchronizing the services they provide.

 

We also bring to the table our expansive network of financial experts, including:

  • Tax and estate planning experts

  • Business transition strategists

  • Insurance consultants

  • Investment research analysts

  • Income strategy experts

  • Dedicated private bankers

  • Certified financial planners

  • Retirement planning advisors

 

At Danisi Financial Group, we don't just add to your network; we enhance it, ensuring a unified approach to achieving your financial aspirations.

 
 
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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.