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

Jackie Van Vliet

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Address 275 Lansdowne Street Suite 400 Kamloops BC, V2C 1X8
Telephone Number (250) 314-3871
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More than just investments.

The best part of my job is getting to know my clients, discovering what is important to them, and helping them live a life they love. It starts with uncovering what their unique purpose is for their money, identifying their goals, and putting a plan in place with actionable strategies.

It is important to me to provide a safe, non-judgmental space for my clients, and to educate and empower them with their finances through regular communication and events.

Let’s get you financially organized, and give you peace of mind, so that you can focus on doing what you do best.

 

 
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Jackie Van Vliet

Investment Advisor
(604) 307-8536
(250) 314-3871
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jackie.vanvliet@cibc.com
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Jackie holds a Bachelor of Arts Degree from Trinity Western University. She completed the Canadian Securities Course, Conduct & Practices Course, and recently completed her Life License through the Canadian Securities Institute. 

Jackie gets to know her clients on a deeper level to uncover what their unique purpose for their wealth is. She becomes her clients' financial quarterback, bringing in strategic partners to address their wealth needs, and put them on track to achieve their goals. She believes that building trusting relationships with her clients is what leads to successful outcomes, and ultimately gives each client the peace of mind to focus on living a life they love.

Outside of the office, Jackie enjoys skiing and hiking in Sun Peaks, and spending time with her husband and two daughters. 

 

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

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Address

Jackie Van Vliet Address
275 Lansdowne Street
Suite 400
Kamloops, BC V2C 1X8
Telephone number: (250) 314-3871
 

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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.