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

Remy Investment Group

  • Welcome
  • Our Proven Philosophy
  • Our Team
  • Our Partnerships
  • What Sets Us Apart
    • Community
    • Testimonials
  • Services For You
    • Responsible Investing
    • Planning And You
    • Our Solutions
    • Resource Center
  • The Blog
    • Monthly Newsletter
    • Blog
    • Events

Our Solutions

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 429-8905
Email Email us
Email Email
Telephone Number Tel

OUR PRODUCTS AND SERVICES FOR YOU

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What's Your Story

At Remy Investment Group, we believe your financial journey is a key part of your life story. By getting to know you, we can create a personalized investment profile that reflects your values and goals. We look forward to hearing your story.

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Estate Planning Customized For You

Transitioning wealth in your family can be a smooth process when you have an estate plan in place. Remy Investment Group’s team of experts can advise you on issues like minimizing taxes, reducing market risk, and dealing with potential family disputes now and when your estate is settled.

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Responsible Investment Association (RIA)

The Responsible Investment Association’s (RIA’s) mandate promotes investments that are good for society AND good for portfolios. Screening for adherence to environmental, social, and governance (ESG) principles has been shown to lower risk. Petra, a member of the association, brings this focus and conviction to building portfolios that address your values and potentially the risk of your investment.

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Individualized Portfolio Construction

Constructing a strong portfolio can seem overwhelming, at Remy Investment Group we focus on optimizing your investments so you don't have to. With our experienced professionals by your side, you can feel confident living today while planning for tomorrow.

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Investment Advice

Our investment advice is designed with YOU in mind. Whether you're just starting out or planning for the future, we tailor our guidance to fit your unique goals. With a commitment to your long term success our team provides clear, personalized strategies. No matter where you are in your financial journey, we're here to support you every step of the way.

 
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Fundamental Principles of Investing

Click learn more to see how our four fundamental principles will benefit your portfolio.

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Charitable Giving

Charitable giving is a powerful way to make an immediate and meaningful impact on the causes that matter most to you. Whether you're donating cash, securities or designating a life insurance policy. Charitable giving can be built into your portfolio, or done as a one-off donation. The Remy Investment Group can help with all your philanthropic needs.

 

What's Your Story? Quotation annotation, forest pathWe hear the complicated stories of high networth individuals, we would be glad to hear your story and complete a complimentary financial assessment.

 

RIA                                                                      UN SDG's                                                            UNPRI

Responsible Investment Association       UN Sustainable Development Goals          UN Responsible Investing Principles

Learn more                                                     Learn more                                                       Learn more

 
 
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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.