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Nicholas Perdec

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NICHOLAS PERDEC


At its core, the role of a wealth advisor is to manage financial complexity so you can focus on living your life. A wealth advisor acts as a personal "Chief Financial Officer", coordinating every moving part of your financial life to protect your capital, optimize your taxes, and secure your legacy.

Working with a wealth advisor is about more than just outsourcing investment selection; it is about choosing a long-term strategic partner for your family’s financial future. The right partnership should provide clarity, protect your capital, and give you back your most valuable asset – your time.


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Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
Learn more
Nicholas Perdec

Nicholas Perdec, CIM

Wealth Advisor

(416) 861-2528
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nicholas.perdec@cibc.com
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The Monthly memo

Newsletter

From important events across the world to everyday pursuits that keep us moving. The Monthly Memo is a newsletter which provides a mix of market insights, global events, and a casual look into the lifestyle and culture shaping our perspective.

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Contact us

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Nicholas Perdec Address
200 King Street West
8th Floor
Toronto, ON M5H 3T4
Telephone number: (000) 000-0000

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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.