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

Khaled Sultan

  • Home
  • About us
    • Our team
    • Community
    • CFA Charterholders
    • Testimonials
    • Contact Details
  • Services
    • A cup of coffee
    • Our solutions
    • Integrated approach
  • Halal Investing
  • Market insights
  • Blog
  • Contact us

A cup of coffee

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 660-3753
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A cup of coffee

My Offer To You

When the markets turn as volatile and confusing as they have over the past year, even the most patient investors may question the wisdom of their investment plans.

At CIBC Wood Gundy, we've seen a lot of difficult markets come and go. And we certainly empathize with people who find the current environment troublesome and disturbing. I'd like to help.

A cup of coffee, and a fresh perspective

You're welcome to come in and sit with me for a while. I'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then I'll review the portfolio with you.

If I think your investments continue to be well-suited to your long-term goals – in spite of the current market turmoil – I'll gladly tell you so, and send you on your way. If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I'll recommend some alternatives.

Either way, the coffee is on me.

 
 
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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.