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

DaSilva, Jones, and Myers Advisory Team

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Address 199 Front Street Suite 123 Belleville ON, K8N 5H5
Telephone Number (613) 966-8888
Email Email us
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Our Products and Services

The DaSilva, Jones, and Myers Advisory Team offers unique solutions, customized support and advice that can address all of your financial needs, including:

  • Financial Planning
  • Investment Advice
  • Registered Savings Solutions
  • Estate Planning
  • Insurance Planning
  • Business Transition Planning
  • Asset Advantage Accounts
  • Charitable Giving

We are committed to bringing exceptional and effective financial advice to our clients, while building strong relationships and creating peace of mind.

Our team publishes a monthly newsletter. Click here to subscribe to our mailing list.

 

FINANCIAL PLANNING

 

Group of people sitting at a table review paperworkBe prepared for your future. The DaSilva, Jones, and Myers Team will help you develop a personal financial strategy by utilizing our services.

We will:

Discover your current financial position, income needs and timeline

Define your current goals, dreams and expectations of our client-advisor relationship

Implement by choosing investments to pursue your financial goals

Create a yearly review schedule to ensure that we stay on course

Manage investment performance with our qualified team of professionals

 

INVESTMENT ADVICE

 

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As Investment Advisors, we are able to provide a broad range of investment solutions to help you meet your goals. Build and grow your portfolio by working closely with our team.

We will:

Evaluate your current position

Define your goals and risk tolerance

Develop and implement a strategy

Monitor progress on a yearly basis

 

REGISTERED SAVINGS SOLUTIONS

 

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Whether you're saving for retirement or a child's post-secondary education, registered accounts are tax-effective. Let us help you choose the accounts that are right for you. 

We will:

Review your retirement or education goals

Assess your current financial situation and available resources

Develop a Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or Registered Education Savings Plans (RESP)

 

ESTATE PLANNING

 

A couple reviewing their paperwork with their professional

We want you and your family to be prepared for the future. A properly structured estate plan helps ensure a smooth wealth transition to your family. We advise on issues such as:

Minimizing tax consequences

Reducing market impact

Averting potential family disputes

...both now, and when your estate settles.

 

INSURANCE PLANNING

 

Two people at a desk reviewing paperwork

Change is inevitable, and that includes changes in your insurance needs. Our licensed advisors can review your current policies and discuss options. 

We will:

Assess your insurance needs

Review your current policies

Explore available options

 

BUSINESS TRANSITION PLANNING

 

Group of people sitting at a desk having a meetingA formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 

ASSET ADVANTAGE ACCOUNT

 

A woman reviewing her credit card statement

If you’re looking for a unique money management tool, consider the CIBC Wood Gundy Asset Advantage Account (AAA). With the AAA, your Investment Advisor provides professional advice, and you receive credit card services.

Enjoy all of the features and benefits of a full-service investment account including special banking privileges, preferred interest rates, a CIBC Wood Gundy Advantage debit card with 24-hour worldwide access through electronic banking services and access to CIBC credit cards*.
(*excludes corporate and U.S. dollar visas for auto pay service)

 
A group of people planting a tree

Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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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.