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

Nick Polychronopoulos Advisory Group

  • Home
  • Your Team
  • Our Process
  • Services
    • Our Solutions
    • Portfolio Management
    • Advisor Managed Account
    • Fee Structure
    • Agribusiness
    • Education Center
  • Market Reports
  • Community
  • Contact Us

Our Process

Working Together for Your Tomorrow

Our Solutions

Working Together for Your Tomorrow

Our Solutions

Our Process

The Roadmap

To create a personalized and comprehensive financial strategy, we follow a specific roadmap to ensure our clients benefit from a holistic approach and stay on track. We are there during each stop with a new cycle of discovery, design, and deployment to plan for their own and their family's current and future needs. These are the essential steps we follow.

Learn more or tell us about you and how we can help

 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.