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

Joel Azzopardi, CFP, CIM

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Philosophy

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5310
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PHILOSOPHY

Our philosophy is to employ simple, elegant solutions focused on efficiency and long term stability. We believe in planning-based wealth management, emphasizing: investment and decumulation strategies, estate planning, tax efficiency and retirement planning.

 

Even though the world is complex and every situation is unique, we keep things as simple as possible.

 

WHAT SETS US APART

Integration is what sets us apart. We take a holistic approach to your wealth planning, when beneficial we can involve your accountants, lawyers, bankers and any other financial partners in all planning and investment decisions. This allows us to provide you with the best solution based on your specific personal situation. This individual attention to your family or firms circumstances is most often where we see the most return on our experience. 

 

 

 
 
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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.