Our philosophy

3115 Harvester Road Suite 100 Burlington ON, L7N 3N8

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Our philosophy

Your financial goals are our priority.

We believe in a strong client-advisor relationship and will work closely with you to ensure that you understand what you’re investing in, and that they meet your current and future needs for income.

We believe in timely, and regular communication to ensure we’re on track and meeting your needs.

We believe in unbiased investment advice that includes tax efficient strategies and effective long-term investing.

We believe in building and preserving wealth in any market environment.

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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.