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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

Home

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

Simplicity, Partnership, and Trust 

 

Simplicity

We simplify the investment process by providing clear, concise information and easy-to-understand strategies. Our goal is to eliminate complexity and make financial decisions more accessible, so you can focus on what truly matters. We handle the intricate details, ensuring that your experience with us is seamless and enjoyable, from the initial consultation to the ongoing management of your investments.

 

Partnership – "We Eat Our Own Cooking"

We treat your money as if it were our own, investing alongside you. We believe it is very important from both an alignment and a credibility standpoint to have our own money invested in the same assets as our clients.

 

Trust

Trust is the cornerstone of our relationship. We are dedicated to earning and maintaining your trust through every interaction, decision, and outcome, ensuring that your wealth is managed with the utmost integrity and care.

 

 

 

Our Team

Ted Velikonja

Ted Velikonja, CIM®, FCSI

Senior Portfolio Manager
Senior Wealth Advisor
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Bill Brown

Bill Brown, CFP®, CIM®

Senior Associate Wealth Advisor
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Connor Velikonja

Connor Velikonja, CFA

Associate Portfolio Manager
Associate Wealth Advisor
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Kevin Yoshida

Kevin Yoshida

Financial Associate
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Adam Ferrett

Adam Ferrett

Administrative Associate
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Natalie Smith

Administrative Assistant
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Tyler Kippax

Administrative Assistant
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Brandi Liu

Administrative Assistant
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Learn more
 

Contact us

Address

Velikonja Financial Address
255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 640-7707
Toll-free: 1 (800) 265-5982
 

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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.