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

Josephine Gonzales

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Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 661-2393
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My Story

A little bit about me and my business...

 

Josephine Gonzales: Empathy is the basis of everything I do, the decisions I make on a daily basis have a real impact on someone's life. If I fail to understand that this money means something to someone I care about, then I am failing my clients consideration and empathy is key. My name is Josephine Gonzales and I am a wealth advisor. My introduction into finance really began in childhood. I grew up in an immigrant working class family and although the topic of money was never discussed, there always was a negative connotation around it. That really piqued my interest and curiosity to know more about it. It honed my focus in post-secondary education and every job I took on after that. As soon as I entered the wealth management industry, I realized how dynamic and truly layered it was. I met some of the most interesting people and clients and colleagues, and it taught me the value of having a really good work ethic, living a full life and using wealth as a tool to do all of that. Being a woman in this industry is empowering. I'm honored to be part of the group of women who are adding to the conglomerate voice the perspective. There are a ton of female clients out there whom we represent and we know on a deeper level.

 

So I'm honored to be the voice for that. Being an investor means you have to feel some pain in order to really grow and flourish in the craft. To me, that means riding the wave of things that you can't necessarily control, having a good long term plan, having a strategy and tactically adjusting as needed. Building relationships with my clients is of utmost importance. It is the foundation of my business. It's the foundation of everything we're going to do together. We need to be on the same page of what our goals are for your wealth and how we're going to achieve that. I truly want my clients to experience their wealth in a way that is authentic and meaningful to them. If I were to say one thing about wealth to the younger generation, it would be to be patient. We grew up in a society where instant gratification is the norm. Good things take time, live within your means, have a good long term strategy, take information from reputable sources and implement it. Tune out the day to day noise and stay the course. I truly want to be good at what I do and do it with good character and intent. My actions are and will always be rooted in results, integrity and compassion.

 

[Josephine Gonzales, CFP, BBA | Investment Advisor

CIBC Wood Gundy | CIBC Private Wealth

1055 Dunsmuir Street, 24th Floor, Vancouver, BC, V7X 1K8
Direct: 604-661-2393 | Cell: 236-858-5083 |
josephine.gonzales@cibc.com

www.josephinegonzales.com | www.linkedin.com/in/josephinegonzales/]

 

“CIBC Private Wealth Management” 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 World Markets Inc. and ISI are both Members of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. CIBC Private Wealth Management services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.

Josephine Gonzales: Empathy is the basis of everything I do, the decisions I make on a daily basis have a real impact on someone's life. If I fail to understand that this money means something to someone I care about, then I am failing my clients consideration and empathy is key. My name is Josephine Gonzales and I am a wealth advisor. My introduction into finance really began in childhood. I grew up in an immigrant working class family and although the topic of money was never discussed, there always was a negative connotation around it. That really piqued my interest and curiosity to know more about it. It honed my focus in post-secondary education and every job I took on after that. As soon as I entered the wealth management industry, I realized how dynamic and truly layered it was. I met some of the most interesting people and clients and colleagues, and it taught me the value of having a really good work ethic, living a full life and using wealth as a tool to do all of that. Being a woman in this industry is empowering. I'm honored to be part of the group of women who are adding to the conglomerate voice the perspective. There are a ton of female clients out there whom we represent and we know on a deeper level.

 

So I'm honored to be the voice for that. Being an investor means you have to feel some pain in order to really grow and flourish in the craft. To me, that means riding the wave of things that you can't necessarily control, having a good long term plan, having a strategy and tactically adjusting as needed. Building relationships with my clients is of utmost importance. It is the foundation of my business. It's the foundation of everything we're going to do together. We need to be on the same page of what our goals are for your wealth and how we're going to achieve that. I truly want my clients to experience their wealth in a way that is authentic and meaningful to them. If I were to say one thing about wealth to the younger generation, it would be to be patient. We grew up in a society where instant gratification is the norm. Good things take time, live within your means, have a good long term strategy, take information from reputable sources and implement it. Tune out the day to day noise and stay the course. I truly want to be good at what I do and do it with good character and intent. My actions are and will always be rooted in results, integrity and compassion.

 

[Josephine Gonzales, CFP, BBA | Investment Advisor

CIBC Wood Gundy | CIBC Private Wealth

1055 Dunsmuir Street, 24th Floor, Vancouver, BC, V7X 1K8
Direct: 604-661-2393 | Cell: 236-858-5083 |
josephine.gonzales@cibc.com

www.josephinegonzales.com | www.linkedin.com/in/josephinegonzales/]

 

“CIBC Private Wealth Management” 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 World Markets Inc. and ISI are both Members of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. CIBC Private Wealth Management services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.

Back to Video
 

"Managing your wealth with empathy"

 

A Note from Josephine

My mission is to be a leader in progressive, thoughtful and empathetic wealth counsel for the clients and communities I care about.

 

The foundation of my practice is built on a few key principles: simplicity, integrity, results, and empathy.

I am very aware and account for the fact that, with every decision we make with your wealth, it affects you and your life.

 

My job is to help you create purpose for your wealth, and to help you and your loved ones experience it in a way that is authentic and meaningful to you.  In my practice, not only do I look at all aspects of your wealth, but I look at all aspects of your life – who you are, what you value and prioritize, and how your wealth fits into your life and unique circumstances.

 

By outsourcing your wealth management to someone you trust, it grants you more freedom to do what you want with your time, and the ability to focus on your other priorities. It will hopefully help you create more balance, freedom, and overall wellness in your life.

 

Regardless of the current trends in the Wealth Management industry today, to me, it is still very much a “people business” that requires human interaction and a deeper understanding of the people behind the financial decisions we are making.

 

I would love to hear your story, and see if we would work well together.

 

Chat soon,

 

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Address

Josephine Gonzales Address
1055 Dunsmuir Street
Suite 2434
Vancouver, BC V7X 1K8
Telephone number: (604) 661-2393
 

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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.