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

The Blake Wealth Advisory Group

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Introduction

As a CIBC Wood Gundy Investment Advisor, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to meet your individual needs. I believe that managing your wealth not only requires a close personal relationship built on trust and integrity, but also a thorough understanding of your investment goals and objectives. This understanding is the foundation to delivering exceptional service and advice that anticipates and responds to your unique needs.

My primary focus is to provide you with superior performance, service and ultimately, peace of mind.

At CIBC Wood Gundy:

Through working in conjunction with tax, legal and estate specialists, we provide personally tailored solutions that extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth. CIBC Wood Gundy offers a full range of financial services to accommodate all aspects of your financial situation throughout your lifetime.

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

Our Team

 
Monal Pancholi

Monal Pancholi

Client Associate
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Chris Slepanki

Administrative Associate
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Najifa Nowshin

Administrative Associate
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Brodie Wagner

Brodie Wagner, CFA, CIM

Portfolio Manager
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Sue Huang

Administrative Assistant
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Monal Pancholi

Monal Pancholi

Client Associate
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Chris Slepanki

Administrative Associate
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Najifa Nowshin

Administrative Associate
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Brodie Wagner

Brodie Wagner, CFA, CIM

Portfolio Manager
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Learn more

Contact us

Address

The Blake Wealth Advisory Group Address
10180-101 Street
Suite 1800
Edmonton, AB T5J 3S4
Telephone number: (780) 429-8900
Toll-free: 1 (800) 232-7296
Fax: (780) 429-8999

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.