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

The Julé Group

  • Home
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We’re honoured to be chosen as one of Canada’s Top Wealth Advisor for 2022 by The Globe and Mail and SHOOK Research ranking.

We’re honoured to be chosen as one of CANADA’S TOP WEALTH ADVISORS:
BEST IN PROVINCE FOR 2022

Professionalism. Integrity. Best Practices.

We embrace a comprehensive, strategic view of wealth management that integrates all of the issues that individuals need to think about. This requires knowledge across many disciplines such as investments, asset allocation, assessment of risk, taxes, philanthropy, and estate planning. Our client's values need to be integrated into the plan. Successful wealth management involves the integrated and effective management of all of these components. We will help you to sustain, grow, and most importantly, enjoy your wealth.

We utilize a team approach, and will work with your legal and tax advisors, as well as leverage our in-house team of wealth management experts to formulate the best opportunities to safeguard your wealth and help you realize your goals.

Our investment process enables us to navigate the investment universe with confidence and consistency, as opposed to being influenced by emotion and bias. By diversifying portfolios across currencies, geography, and asset classes we look to enhance returns while reducing risk. Through our due diligence process we identify global investment opportunities to craft a well-diversified portfolio for you.

At our core, we strive to help each client achieve complete financial peace of mind.

 

 

 

 

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

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1801 Hamilton Street Suite 420

Regina

SK

S4P 4B4
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Contact us

Address

1801 Hamilton Street
Suite 420
Regina, SK S4P 4B4
Telephone number: (306) 359-1577
Toll-free: 1 (800) 667-3661
Fax: (306) 569-8616

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.