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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
  • Market Insights
    • EFG Video Updates
    • Updates
    • Commentaries
    • From CIBC Wood Gundy
  • Community
  • Contact us
 

Staying On Track

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Staying On Track

Once you partner with us, the relationship doesn't end there. We have a variety of ways to keep you informed of your investments, and your progress toward your financial goals. 

Open Communication

As in any partnership, communication is key. That is why our team at the Elbers Financial Group have an open communication policy where you are free to call or email us, should you have any questions about your portfolio, market conditions, or if something has changed in your financial situation. We are here to help with any questions you have. To get a hold of us, please refer to our Contact Us page. 

We Prepare Your Tax Documents

Tax season can be stressful. Different accounts have different tax documents, and it can be challenging to juggle all of them at once. That's where we come in. Not only do we provide you with top-notch tax planning information, but when tax season does arrive, we collect your documents for the current tax year, and send them straight to you accountant, or straight to you. This means no hassle for you come tax season. 

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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.