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

Wilson Financial Group

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OUR GOAL - TO PROVIDE YOU PEACE OF MIND AND THE ABILITY TO ENJOY YOUR LIFE TO THE FULLEST

 

At Wilson Financial Group, we transform constantly changing markets into opportunities, matching the results to your long-term goals and aspirations. We aim to help clients navigate the financial world with ease and simplicity.

Your objectives are always at the forefront of our focus when creating a portfolio. This ensures that each portfolio is specifically tailored to the your needs. Our focused and disciplined approach allows us to adjust to the market quickly, take advantage of circumstances, all while ensuring proper management of your investments.

We as a team invest in the same portfolios we suggest to our clients because we believe in those investments.

Our team of knowledgeable and accredited professionals ensures your needs are looked after. The purpose of our wealth management approach is to safeguard your assets for your future, family, and retirement.

 

 

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.

Learn more

Our Team

 
Fahy

James Fahy

Associate Investment Advisor
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Picture of Connor Brown

Connor Brown, CFA

Associate Investment Advisor
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Law

Susan Law

Administrative Assistant
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Todd Wilson

Todd Wilson, CIM, CFA

Portfolio Manager
Investment Advisor
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Fahy

James Fahy

Associate Investment Advisor
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Picture of Connor Brown

Connor Brown, CFA

Associate Investment Advisor
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Law

Susan Law

Administrative Assistant
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Todd Wilson

Todd Wilson, CIM, CFA

Portfolio Manager
Investment Advisor
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Fahy

James Fahy

Associate Investment Advisor
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Learn more

Contact us

Address

Wilson Financial Group Address
1285 West Pender Street
Suite 400
Vancouver, BC V6E 4B1
Telephone number: (604) 641-4366

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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.