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

Stephen Caplan

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Get a second opinion

Address 6341 Trans-Canada Highway Suite 120 Pointe-Claire QC, H9R 5A5
Telephone Number (514) 694-5435
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Get a Second Opinion

If any or all of the following dynamics exist in your current advisory relationship you owe it to yourself to get a second opinion:

  • If you are unsure as to how much you pay for your investment advice on an annual basis.
  • If you do not hear from your advisor as often as you would prefer.
  • If you have never gone through the process of developing an in-depth, personalized wealth plan.

Let's talk. Contact me at 514 694-5435 or at stephen.caplan@cibc.com

 
 
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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.