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Stewart Beaumont Investment Group

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Address 399 Main Street Suite 105 Penticton BC, V2A 5B7
Telephone Number (250) 770-2101
Email Email us
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Stewart Beaumont Investment Group

The Stewart Beaumont Investment Group at CIBC Wood Gundy has a combined 40 years of experience in the financial services industry, and is able to provide clients with comprehensive wealth management services.

By following their tried and trusted process, they are committed to helping you achieve all your financial goals by providing you with innovative solutions designed to meet your specific needs. The Stewart Beaumont Investment Group offers more than just investment advice – by leveraging the expertise of our partners across the CIBC group of companies, they can provide you access to a full range of products and services that incorporates everything, including:

  • Charitable Giving
  • Investment Management
  • Tax Efficiency
  • Retirement and Estate Planning
  • Business Succession Planning
  • Family Needs
  • Banking and Credit Solutions
 

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
 
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Morning Market Brief

CIBC Private Wealth

March 17, 2025

Central bank decisions on the way

Read more Read more about Morning Market Brief
 

Contact us

Address

Stewart Beaumont Investment Group Address
399 Main Street
Suite 105
Penticton, BC V2A 5B7
Telephone number: (250) 770-2101
Toll-free: 1 (877) 896-1313
Fax: (250) 492-6022
 

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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.