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

Stefan Johnson Advisory Team

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Address 20 Townsite Road Suite 1 Nanaimo BC, V9S 5T7
Telephone Number (250) 220-9907
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An image communicating the relationship that exists between Stefan Johnson’s team and the other array of issues and interactions that occur within asset management.

The overall image is composed of one circular graphic in the center of the image, with the text ‘Client’ in it, surrounded by ten individual arrows pointing outward in a circular burst to 10 other circular graphics with text inside them.

The first arrow points straight up (north) to the first circle graphic having the text ‘Traditional Investment Management’ in it,

followed by the next arrow to the right (north east), pointing to the next circle graphic having the text ‘Trust Services’ in it,

followed by the next arrow to the right (north east), pointing to the next circle graphic having the text ‘Tax Planning’ in it,

followed by the next arrow to the right (south east), pointing to the next circle graphic having the text ‘Personal Financial Planning’ in it,

followed by the next arrow to the right (south east), pointing to the next circle graphic having the text ‘Business Succession Planning’ in it,

followed by the next arrow to the right (south), pointing to the next circle graphic having the text ‘Estate Planning’ in it,

followed by the next arrow to the right (south west), pointing to the next circle graphic having the text ‘Private Banking’ in it,

followed by the next arrow to the right (south west), pointing to the next circle graphic having the text ‘Intergenerational Wealth Planning’ in it,

followed by the next arrow to the right (north west), pointing to the next circle graphic having the text ‘Risk Management’ in it,

and finally, followed by the next arrow to the right (north west), pointing to the next circle graphic having the text ‘Alternative Investments’ in it.

 
 
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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.