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

Killick Advisory Group

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WHAT WE DO FOR OUR CLIENTS

We work with successful individuals, families, businesses and institutions in navigating their wealth management needs. We take the time to understand what is important to you, what are your financial and lifestyle goals and what keeps you up at night. This allows us to tailor a financial and investment plan just for you.

OUR APPROACH

Expertise, integrity and trust are the pillars of our business. Our clients have come to value and rely on the unbiased advice and sound counsel we provide in managing their financial affairs.

Each investment and financial plan for our clients is designed to help achieve their specific goals and address what may keep them up at night. Our counsel and advice is based on sound conservatives investment principles and continuous due diligence on all investments and products before they are recommended. While our depth of experience and credentials afford us the expertise in many areas, our clients benefit from the extensive resources available through CIBC Wood Gundy as well as our external network of professionals.

Regular communication is key to the relationship we have with our clients. Through regular meetings and calls, we ensure that our clients are kept abreast of issues affecting their investments and financial plans.

Troy Killick

Troy Killick, CFA, CFP, CIM, FMA

Senior Wealth Advisor

(905) 988-2982
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troy.killick@cibc.com
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Troy is responsible for providing sound expertise to our clients in the areas of investment management and financial planning.

Troy has over 15 years of industry experience spanning from personal banking to analyst to portfolio management, both with CIBC and other large Canadian and Global organizations. Prior to working with individual clients, Troy led CIBC Wood Gundy's Investment Strategy Group, which is responsible for research and analysis in such areas as macro strategy, individual equities, mutual funds and ETFs. Troy was also a member of the CIBC Investment Strategy Committee (ISC) and a member of the Sales Practices Committee of the Alternative Investment Management Association (AIMA).

Troy graduated from Wilfrid Laurier University with a Bachelors degree in Economics. He is most proud of earning his Chartered Financial Analyst (CFA) designation as well as becoming a Certified Financial Planner (CFP) professional. He also holds the FMA and CIM designations from the Canadian Securities Institute.

After spending the better part of a decade in Toronto, Troy and his family have returned to their roots in Niagara where he was born and raised. He now lives in Fonthill with the his wife Michelle, two beautiful young daughters and their beagle Maggie.

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.

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Our Team

 
Troy Killick

Troy Killick, CFA, CFP, CIM, FMA

Senior Wealth Advisor
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Learn more

Contact us

Address

Killick Advisory Group Address
63 Church Street
Ground Floor
St. Catharines, ON L2R 3C4
Telephone number: (905) 988-2982
Toll-free: 1 (800) 263-7264
Fax: (905) 988-2970

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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.