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

Jake Brumby

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Contact us

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2248
Email Email us
Email Email
Telephone Number Tel

Contact us

Jake Brumby – Senior Wealth Advisor, Portfolio Manager jake.brumby@cibc.ca 
Brian Smith - Associate Investment Advisor brian.smith@cibc.ca 

Questions regarding integrated wealth management solutions respecting:

  • Investment strategies and individual positions
  • Market research
  • Portfolio reviews
  • Update on the market
  • Financial, Insurance and Estate Planning
  • Your financial roadmap
 

Sue Toombs – Administrative Assistant susan.toombs@cibc.com 250 361-2248

Administrative questions regarding all your account(s) respecting:

  • Setting up new accounts
  • Maintaining and updating client files
  • Requesting transfers
  • Processing contributions, deposits and fund withdrawals
  • Registered Retirement Income Funds (RRIF) payments
  • Setting up on line access
  • Co-coordinating appointments
 

Address

Jake Brumby Address
730 View Street
9th Floor
Victoria, BC V8W 1J8
Telephone number: (250) 361-2248
Toll-free: 1 (800) 561-5864
Fax: (250) 361-2270
 

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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.