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

Punshon Fleming Abdullah Financial

  • How We Can Help
  • Navigating Your Wealth
  • Who We Are
    • Your Wealth Management Team
    • Our Investment Philosophy
    • Our Personalized Approach
  • Structured Notes
  • Our Community
    • Client Comments
    • Giving Back
  • Contact us

How We Can Help

Address 1801 Hamilton Street Suite 420 Regina SK, S4P 4B4
Telephone Number (306) 757-4027
Email Email us
Email Email
Telephone Number Tel

Regina–Based Wealth Management Team

 

 

 

Our ability to listen and understand what's important to you and your family is how we build long-term relationships and successfully help you navigate the complexities of your wealth for today and the future.

 

 

 

We understand the complexities that come with wealth. By learning your story, we can help you integrate wealth accumulation, preservation, and distribution strategies.

 

Our goal is to help you understand how we will invest your money by walking you through our investment process and investment philosophy.

 

We will save you time by coordinating your financial care, acting as the liaison to various services, and working directly with other professionals that you have entrusted.

       

This comprehensive approach helps make your life easier.

 

 

WEALTH

Learn more about Wealth Management

Wealth
Management

Managing
your entire
financial affairs
Learn more about Estate Planning

Estate
Planning

Leaving the
most money
possible to the
ones you love
Learn more about Asset Allocation

Asset
Allocation

Investment
management
Learn more about Legacy Planning

Legacy
Planning

Leaving
a legacy
Learn more about

Tax
Planning

Tax-efficient
investing
Learn more about

Holistic
Family Planning

Managing your
family's wealth

Navigating your wealth

Whether you are an individual investor or you are in charge of institutional assets, one of the biggest challenges is choosing the right investments. If this challenge seems greater today than it was several years ago, it's understandable. Tax laws change frequently, markets fluctuate, and new investment products are being introduced daily. Today's marketplace can be very complex and confusing for successful people who are busy managing their own day-to-day affairs. It is no different than being left alone in the wilderness without experience.

Click here to learn how we help people navigate their wealth through comprehensive financial and estate planning

 

Your Team

Steve (Shoieb) Abdullah, BBA

Steve (Shoieb) A. Abdullah, B.B.A.

Wealth Advisor
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Stephanie Taylor, Financial Associate

Stephanie A. Taylor

Financial Associate
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Abbey Legault, Client Associate

Abbey Legault

Client Associate
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Kevin Punshon, Senior Wealth Advisor

Kevin T. Punshon

Senior Wealth Advisor
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Shawn M. Fleming, CFP®, CIM®, FCSI®

Shawn M. Fleming, CFP®, CIM®, FCSI

Wealth Advisor
LinkedIn
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Steve (Shoieb) Abdullah, BBA

Steve (Shoieb) A. Abdullah, B.B.A.

Wealth Advisor
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Stephanie Taylor, Financial Associate

Stephanie A. Taylor

Financial Associate
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Abbey Legault, Client Associate

Abbey Legault

Client Associate
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Kevin Punshon, Senior Wealth Advisor

Kevin T. Punshon

Senior Wealth Advisor
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Learn more
 

Contact us

Address

Punshon Fleming Abdullah Financial Address
1801 Hamilton Street
Suite 420
Regina, SK S4P 4B4
Telephone number: (306) 757-4027
Toll-free: 1 (800) 667-3661
 

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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.