VANCOUVER ISLAND ADVISORY GROUP

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with more than 800 advisors in over 100 locations across the country, we continue to provide clients with advice and exceptional service.

HOW WE CAN HELP YOU

Vancouver Island Advisory Team focuses on working with individuals, families and entrepreneurs in a direct personal setting that begins by capturing long-term objectives and priorities for your unique circumstances. This analysis includes tolerance for risk, potential family inheritance, and retirement planning.

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

• Financial planning
• Investment advice
• Registered savings solutions
• Estate planning
• Business transition planning
• Charitable giving