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

Mark Lepine

  • Home
  • Our Team
  • Services
    • Our Process
    • Our Philosophy
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    • Tax and Estate
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  • Contact us

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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (780) 969-3433
Email Email us
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Helping You Protect Your Wealth and Build Your Legacy

Investments matter, but they are only one part of the picture. Real wealth planning connects your strategy to your values and to the decisions that shape your life, your family, and your future. We work closely with individuals, families, and business owners to build clear, customized plans that help protect what you have built and so you can move forward with confidence.

We focus on long-term outcomes, with strategies designed for both growth and preservation, tax-aware planning, and thoughtful preparation for business succession and beneficiary needs. Whether you are strengthening your foundation, navigating a transition, or planning your legacy, you will have guidance that keeps pace as your life evolves.

How We Can Help

  • Investment Consulting
  • Tax Mitigation and Cash Flow Planning
  • Asset Protection
  • Wealth Transfer 
  • Charitable Giving
     

    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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    My Team

    Mark Lepine

    Wealth Advisor
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    Clare Carpenter

    Administrative Assistant
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    Contact us

    Address

    Mark Lepine Address
    500 Centre Street SE
    27th Floor
    Calgary, AB T2G 1A6
    Telephone number: (780) 969-3433
     

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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.