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

White Rock

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Welcome to CIBC Wood Gundy White Rock

We are a team of dedicated and experienced Investment Advisors, Associates and Assistants, who have the ability to deal with a variety of investment vehicles and investing styles. We are qualified to do business with clients in almost every Canadian province. As a team, we are committed to:

  • Developing a personal relationship with you based on trust
  • Gaining a thorough understanding of your situation, financial goals and risk tolerance
  • Supporting the communities where we live and work
  • Promoting a healthy, balanced personal and financial lifestyle

Our branch is unique in the investment industry because we work as a dedicated team to ensure each client receives the best advice and service to suit their needs and goals. We use this strength to your advantage – you benefit not only from your Investment Advisor's knowledge and experience, but also the collective wisdom of our team. As you review the information on our website, please consider how we can create solutions for your financial goals.

The current slow growth environment in the developed markets should favor high quality companies such as U.S. multinational companies – especially companies that not only pay but continue to grow their dividends annually. We realize it has been a difficult time for our clients. It runs, however, that following our advice in our last message to "stay the course" was the right thing to do. We have recovered somewhat since the recession and we are fortunate that we live in Canada. Our superior economic and fiscal prospects are making the country increasingly attractive to foreign investors.

It's important to remember that investing is a long-term endeavor, and some volatility, although unwelcome, is to be expected. The best way to deal with market fluctuations is to keep focused on one's investment goals. Keep in mind that every downturn is followed by a recovery which takes the markets higher than they had been in the past. This is true for the last several hundred years.

CIBC, because it is well capitalized and diversified, continues to be well positioned to manage through the current market uncertainties. We have the flexibility to invest in the ongoing development of our business.

Please feel free to call any one of the Advisors listed on this site if you have any questions or would like to discuss this further.

Sincerely,

CIBC Wood Gundy

Neil Yarmoshuk, CFP, CIM, FCSI

Branch Manager

White Rock Branch

Our Investment Advisors & Teams

Dyck Wealth Management 

Justin Liu 

MacEwan Wealth Management 

Northview Wealth Management 

Ocean Point Wealth Management 

Patrick Hahn

Spencer Bass, FCSI, FMA, CIM®, CSWP 

The Laurin Financial Group 

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
Learn more

Contact us

Address

White Rock Address
1688-152nd Street
Suite 408
Surrey, BC V4A 4N2
Telephone number: (604) 535-3700
Toll-free: 1 (800) 667-6132
Fax: (604) 535-8103

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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.