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

SMA Investment Group

  • Home
  • About us
    • Our team
    • Working with our group
  • Services
    • Our solutions
    • Investment portfolio
    • Estate and financial planning
    • Wealth management
    • Solutions snapshot
  • Business owners and professionals
  • Integrated approach
  • Market insights
  • Community

Working with our group

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 847-6373
Email Email us
Email Email
Telephone Number Tel

Working The SMA Investment Group

Fostering meaningful relationships with our clients is paramount. Our working relationships with our clients begins with a complete understanding of their individual and family profile coupled with an in-depth exploration of their financial and economic beliefs, visions, fears, needs and goals. Processing these important details provides us with the basis on which to formulate and deliver a tailored solution to best position our clients for success. With a solution in place we focus on continuous monitoring of accounts and maintaining contact and communication. Following this process has proven to provide a sound basis for an ongoing working relationship and we strive to ensure that our commitment to this process is always maintained.

 
 
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 IIROC  Canadian Investor Protection Fund

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.