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

Elbers Financial Group

  • Home
  • About us
    • Our team
    • CFA charterholder
  • Services
    • Our solutions
    • Advisor Managed Account
    • AMA Portfolios/Performance
  • What We Do
    • Our Approach
    • Your Financial Strategy
    • Staying On Track
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    • EFG Video Updates
    • Updates
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    • From CIBC Wood Gundy
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WHY PARTNER WITH US?

By partnering with Elbers Financial Group, you are putting over 50 years of financial advisory experience to work for you. We are about more than just allocating investment capital: we believe communication and personal relationships should form the heart of our services. We like to be in contact with you on a regular basis, guiding your changing needs as required. A partnership based on honesty and trust, combined with our team's commitment, will ensure that you receive efficient and superior investment service. Your satisfaction is our goal and becomes the basis of our success.

 

HOW WE WORK WITH YOU

We believe in a customized approach to investment management. Since no two investor's objectives are exactly alike, we take great care in establishing a comprehensive profile of our clients which serves as a basis for financial planning, estate planning, and wealth management.

We subscribe to a conservative investment philosophy, focusing first of all on preserving your capital. Based on discipline, research, and strategic thinking, it is an approach that enhances total returns and reduces volatility in both up and down markets. At the heart of our philosophy is our dedication to ensuring your portfolios are balanced, well-diversified, and strategically positioned. We endeavour to deliver the maximum possible return for given levels of risk by incorporating investment strategies proven over time.

Superior client service based on open and ongoing communication is the key component of our services. By investing wisely and guiding responsibly, we work as partners with you and your professional advisors to provide personalized investment management solutions that are comprehensive, exclusive, and unique.

We have chosen a fee-based relationship rather than a commission-based one. We will manage your investment portfolio for a single, competitive fee without trading expenses or additional costs.

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Our Team

 

Eric Elbers, CIM, FCSI, PhD

Associate Investment Advisor
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Mila Tamber

Administrative Assistant
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Juliette Elbers

Administrative Assistant
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Adrian Elbers, CFA

Portfolio Manager
Senior Investment Advisor
LinkedIn
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Eric Elbers, CIM, FCSI, PhD

Associate Investment Advisor
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Mila Tamber

Administrative Assistant
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Juliette Elbers

Administrative Assistant
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Adrian Elbers, CFA

Portfolio Manager
Senior Investment Advisor
LinkedIn
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Eric Elbers, CIM, FCSI, PhD

Associate Investment Advisor
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Learn more

Contact us

Address

Elbers Financial Group Address
730 View Street
9th Floor
Victoria, BC V8W 1J8
Telephone number: (250) 361-2283
Toll-free: 1 (800) 561-5864
Fax: (250) 385-5669

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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.