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

Velikonja Financial

  • Home
  • About Us
    • Our Team
    • Our Core Values
    • Our Investment Philosophy
  • Our Family Office Services
    • What We Do
    • How We Work
    • Who We Serve
  • Our Perspective
    • Videos
    • Blogs
    • Book Recommendation
  • Market Insights
  • Our Community
  • Contact us

Our Core Values

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7707
Email Email us
Email Email
Telephone Number Tel

OUR CORE VALUES

The Velikonja Team is committed to delivering exceptional service to clients. The team members work from the following principle foundations:

A picture if of our core values: Integrity, Clients First, Professionalism, Knowledgeable and Giving Back

Integrity

We observe the highest ethical standards as fiduciaries and can always be trusted to act in the best interests of our clients. 

 

Client Service 

We strive to earn our clients' trust and exceed their expectations.

 

Accountability 

We empower each other to act like owners and take responsibility for our actions. 

 

Competence

We believe that the pursuit of knowledge never ends, and we aspire to continuously learn and grow our expertise. 

 

Giving Back 

We strive to serve our communities generously by giving back in any way that we can.

 

 

 
 
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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.