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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

How We Work

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

How We Work

Our Process

how we take care of what's important to you

 

An image of people meeting for the first time with two men shaking their hands.

We place a high value on getting to know you

 

Our relationship begins with a deep conversation. With an inquisitive mind and genuine interest, we will sit down to uncover your story and what makes you unique.

 

Your dreams, fears, and hopes for the future are all important to us.

 

 

 

We put deeper focus on what matters to you Family
 

After gaining understanding of what's truly important to you, we craft a wealth plan that's unique as you are based on your needs and values as you define them.

 

We make sure that these plans are perfectly designed for you. 

 

An image of people working together.

We don't just create plans; we act on them

As our client, we will begin implementing the financial plan we've created together based on your priorities. Our administrative team will connect with you to ensure that you are properly set up and that our future communication expectations are clear.

 

Establishing trust is core to our values as we develop our relationship.

 

As your priorities evolve, we will be with you every step of the way 

Our work by definition is not transaction based. How we help you is not a one-and-done but a continuous process. We monitor your portfolio and keep you informed. We recognize that change is constant and we adapt your plans as needed to reflect your changing needs and perspectives. 

 

Old couple on boat.
 

 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.