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

Kara Baker, CFP®, CIM®, CPA®

  • Home
  • About Us
    • Wealth Advisor
    • Our Planning Team
    • Investment & Wealth Philosophy
  • Resources
    • Market Insights
    • Articles of Interest
    • Business Succession
    • Divorce or Loss
    • Executives and Professionals
    • Sudden Wealth
  • Contact us
 

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INTEGRITY     |      EXCELLENCE    |      DISCIPLINE

 

Your wealth deserves the confidence of expert counsel and the tranquility of sound strategy. It takes discipline, hard work and patience to achieve one's goals. My commitment is to honor the same dedication and judicious approach in managing your wealth.

 

Meet Kara

 

  Kara Baker

 

 

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

Investment Advisor serving Lethbridge, Medicine Hat, and communities in Southern Alberta

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Contact us

Address

Kara Baker, CFP®, CIM®, CPA® Address
400 4th Avenue South
Suite 1000
Lethbridge, AB T1J 4E1
Telephone number: (403) 382-2025
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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.