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

Trevor Zacher

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Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust

MY BIO

We all have unique goals. Let me help you reach yours.

Trevor Zacher, B.Comm.

Investment Advisor
(403) 266-0175
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trevor.zacher@cibc.ca
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Trevor joined the firm in July 1998 and brings 18+ years experience to his practice.

We take a value approach to investing with a focus on income generation and tax efficiency. Our portfolios are easy to understand and strive for lower volatility and a greater degree of predictability.

Our partners include a full time financial planner, estate planning specialist and business transition expertise. Together we develop strategies to help protect, build and transition your wealth.

We also pride ourselves on the degree of cooperation we offer your tax advisor. Missing slips and forgotten costs can amplify the stress during tax season. We go out of our way to ensure you and your accountant are looked after in a timely manner with accurate information.

CONTACT US

I'm happy to hear from you.

If you have questions or feedback, or would like a second opinion about your investment portfolio, contact me.

Trevor Zacher

Investment Advisor

Email: trevor.zacher@cibc.ca Opens in your email client
Telephone number: (403) 266-0175Opens in your telephone provided application

Address

Trevor Zacher Address
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
Telephone number: (403) 266-0175
Toll-free: 1 (800) 290-6643
Fax: (403) 266-0166

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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.