Rémunération

78 rue Principale 2e étage Granby QC, J2G 2T4

(450) 776-1831

Email us

Email

Tel

Rémunération

As an Investment Advisor, my clients pay a fee for the services I provide. Regardless of market conditions, these services remain unchanged and the fee includes:

Advice
Wealth planning (including estate and investment planning and charitable giving)
Monitoring your portfolio (including asset allocation and, if necessary, portfolio rebalancing)
Annual reviews
Execute trading orders
Account statements

We offer two fee models:

Your account may be subject to an annual fee that varies depending on the value of your portfolio
Your account may be subject to commissions

Rates
FAQ
Agreements
Trademarks & Disclaimers
Privacy & Security
CIRO AdvisorReport
Accessibility at CIBC

Manage Cookie Preferences
Cookie Policy

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.