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

Chui Advisory Group

  • Home
  • About Us
    • Your Team
    • Private Client Approach
  • Services We Provide
  • Institutions & Corporations
    • Institutional Investors
    • Condominium Reserve Fund
  • Market Insights
  • Community
  • Contact Us

APEGA

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0110
Email Email us
Email Email
Telephone Number Tel

APEGA Member/Staff Offerings

As the preferred partner for wealth management services to APEGA members and staff in Calgary and Southern Alberta.

We provide a host of wealth services including financial planning, estate planning, insurance and investment management.

Ronald and his team aim to provide a disciplined and systematic rules based investment approach catered to Engineers and Geoscientists.

Please give us a call for a financial review.

 

Ronald Chui

Senior Investment Advisor, Portfolio Manager

Email: ronald.chui@cibc.com Opens in your email client
Telephone number: (403) 266-0110Opens in your telephone provided application

Elena Bellusci

Client Associate

Email: Elena.Bellusci@cibc.com Opens in your email client
Telephone number: (403) 260-0417Opens in your telephone provided application

Fabjan Pepaj

Client Associate

Email: Fabjan.Pepaj@cibc.com Opens in your email client
Telephone number: (403) 266-0191Opens in your telephone provided application
 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
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Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.