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

The Promhouse Financial Group

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Address 1801 Hamilton Street Suite 420 Regina SK, S4P 4B4
Telephone Number (306) 359-1577
Email Email us
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We are The Promhouse Financial Group, a family-run Wealth Management group that has over 50 years of experience and expertise in assisting individual and institutional investors achieve their goals and dreams.

 

The Promhouse Financial Group

 

Our Investment Philosophy

Our Investment Philosophy is disciplined, conservative, and risk-averse. Our philosophy has been shaped by years of experience, and by some of the most successful investors of all time. We believe that clients' long-term investment objectives can best be met by simple strategies that feature a clearly defined investment process.

Client portfolios are custom designed based on each client's unique situation, using a disciplined approach, to weather market volatility. Portfolios are diversified across different geographies, asset classes, and industries by including blue chip, high-quality companies with a track record of increasing dividend payments and solid earnings, increasing your income throughout retirement. By spreading out the risk, buying good quality companies and securities, holding onto them and compounding returns over time forms the basis for smart investment decisions.

Portfolios are regularly monitored and rebalanced to ensure they are aligned with clients' objectives and tolerance for risk.

 

Every element is designed to support your goals

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Investment management

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

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Private banking 

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

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Wealth planning

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

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Estate and trust

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

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CIBC Women’s Circle

Our Women’s Circle offers a curated collection of articles, videos, events and insights to help you build, protect and manage your wealth.

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U.S. vacation property planning for Canadians

If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.

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Punchline Comedy Night in Support of Mental Health

For years, we have been attending this charitable event focused on mental health , making regular donations to support this important cause. This event aims to end the stigma associated with mental health, and we are proud to be part of it. The Canadian Mental Health Association offers crucial crucial programs like Bounce Back and the Canada Suicide prevention Service, providing vital help to those in need. Our contributions help make a differenc...

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CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

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Contact us

Address

The Promhouse Financial Group 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: 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.