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

The Harvester Financial Group

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    • Our team
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Commitment

Address 3115 Harvester Road Suite 100 Burlington ON, L7N 3N8
Telephone Number (905) 631-3910
Email Email us
Email Email
Telephone Number Tel

Commitment

What is of the utmost importance to you?

One of our key responsibilities as an Investment Advisor is to earn and build your trust. By having conversations centered around your personal and family goals and objectives, and an open and honest conversation around cost structure and compensation, we believe that we can bridge that trust gap very early in our relationship.

Our job is to create a long-term wealth management strategy to help you manage risk over time, improve your financial performance and structure an investment portfolio to match your goals and aspirations.

With a wide range of objectives, from wealth accumulation, asset protection, income generation and legacy planning, we will work together to develop a long term strategy to help you achieve your goals and overcome obstacles together.

 

The Harvester Financial Group
A Team of Professionals

Craig and Michael have been with CIBC Wood Gundy and its predecessor companies since 1997. Dedicated to providing a superior client experience, they have built a team to help with the management of their clients financial needs.

 

 

"History doesn't repeat itself, but it often rhymes"

- Mark Twain

Taking advantage of market conditions allows us to continually migrate investment choices between opportunities that are relatively under or overvalued over time. By following a pension-style approach to investment management, we use diversification and rebalancing to reduce risk through each market cycle.

 

 

 
 
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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.