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

Stewart Beaumont Investment Group

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Fellow of CSI

Address 399 Main Street Suite 105 Penticton BC, V2A 5B7
Telephone Number (250) 770-2101
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Fellow of CSI

Both Greg and James hold one of the investment industry's most prestigious professional distinctions. The Fellow of CSI (FCSI) is reserved solely for an elite group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

To attain the FCSI, Greg and James had to do more than demonstrate exceptional competence in technical knowledge and principled professional behavior. As a condition of receiving and maintaining the FCSI, they must commit themselves formally to continuing to make an annual leadership contribution to the investment industry. This reflects a unique level of maturity, capability and integrity.

This designation signifies you are working with exemplary investment professionals whose affirmation as a Fellow by top-tier colleagues and the Canadian Securities Institute is granted only to the industry's finest.

Source: Canadian Securities Institute

 
 
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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.