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

Philippe Montpetit, CIM®, CFA

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Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 282-7016
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We provide customized wealth management solutions tailored to your unique needs and objectives.

I am dedicated to collaborating closely with you to develop an investment strategy that aligns with your vision for the future.

 

Connect with Philippe to stay updated on his insights and industry trends.

 

 

Investment Philosophy

 

Simplicity and Clarity: We believe in keeping our investment approach straightforward and transparent, empowering you to make informed decisions with confidence.

 

Long-term Focus: Persistence is key to achieving long-term success in investing. We prioritize long-term returns over short-term fluctuations and implement risk management strategies to help navigate market volatility.

 

Customization: Your investment strategy should be as unique as you are. We take the time to understand your risk tolerance, time horizon, and financial goals, tailoring our approach to meet your specific needs and preferences.

 

Continuous Learning and Improvement: In a constantly evolving financial landscape, we are committed to staying informed and adapting our strategies accordingly. Leveraging our extensive industry experience and dedication to continuous learning, we provide you with guidance and support.

 

Putting People First: At the heart of our investment philosophy is a commitment to putting our clients first. We prioritize your interests above all else, working tirelessly to help you achieve your financial objectives and enjoy a brighter future for yourself and your loved ones.

 

Let's work together to create a brighter financial future for you and your family.

 

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
 

Contact us

Address

Philippe Montpetit, CIM®, CFA Address
600, boul. de Maisonneuve Ouest
Bureau 3050
Montreal, QC H3A 3J2
Telephone number: (514) 282-7016
 

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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.