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

Ron Lustig

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OUR PHILOSOPHY

 

We believe that building a core portfolio strategically diversified across the different areas of the market using investments that produce sustainable income is critical to creating and maintaining wealth for our clients.

Each client portfolio is designed to weather the constant volatility of the markets and provide a disciplined framework for making good investment decisions.

A prescribed percentage of client's investable assets is allocated to sectors of the market where there is opportunity for growth and income as deemed prudent and relative to each client profile.  The key to achieving our goal is asset protection, diversification, and reduction of volatility which will provide financial security for the individual investor.

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in more than 100 locations across the country, we continue to provide clients with expert advice and superior service.

 

Our integrated approach is built around four key pillars. It all 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.

 

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

  • Discretionary and managed portfolios
  • Full-service investment advisory
  • Exclusive and customized capital markets solutions
  • Cross-border investment counsel
  • Self-directed investing
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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

  • Full-service banking with a dedicated team
  • Multi-currency credit solutions
  • Cash and liquidity solutions
  • Cross-border banking solutions
  • Financial fluency for the next generation
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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

  • Retirement and cash flow planning
  • Tax and estate advisory
  • Strategic philanthropy
  • Business succession and family enterprise planning
  • Planning for multi-generational wealth transfer
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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

  • Professional executor and trust administration
  • Executor and power of attorney appointments
  • Agent for estate, trust and power of attorney
  • Insurance counsel and solutions
 

Ron Lustig

Senior Wealth Advisor

Email: ron.lustig@cibc.ca Opens in your email client
Telephone number: (306) 359-1577Opens in your telephone provided application

Tara Lamb

Associate Investment Advisor

Email: tara.lamb@cibc.ca Opens in your email client
Telephone number: (306) 337-0122Opens in your telephone provided application

Rita Alsamaan

Administrative Assistant

Email: rita.alsamaan@cibc.com Opens in your email client
Telephone number: (639) 221-0018Opens in your telephone provided application
 

Contact us

Address

Ron Lustig 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 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.