[On screen: Connor Velikonja, Associate Investment Advisor, stands confidently in an office setting. He has short, styled blond hair, and is dressed in a professional blue suit with a white shirt, a patterned blue tie, and a white pocket square. He speaks directly to the camera. Behind him, the office is modern and well-lit, featuring a large window with a view of the distant landscape, a brown leather couch, and artwork on the wall. ]

 

CONNOR VELIKONJA: Hi, there. My name is Connor Velikonja, and I'm an associate investment advisor here at Velikonja Financial of CIBC Wood Gundy.

 

[music]

 

[On screen: The CIBC Wood Gundy logo in its signature red and yellow colors, above the text 'Velikonja Financial Since 1987'. ]

 

CONNOR: Today, I'm here to introduce you to our new Private Wealth Management Advisor video series. These videos will be posted once or twice a month here on LinkedIn or can be found on our website at www.tedvelikonja.com.

 

[Text on screen: Our videos will be posted on our LinkedIn page as well as our website www.tedvelikonja.com. ]

 

CONNOR: As a resource for those of you who are interested in hearing more of our thoughts on the stock market, financial planning, and the approach that over three decades of serving our clients we have found most effective for accumulating, protecting, and ultimately, transferring wealth.

 

[Text on screen: We have provided over 30 years Financial Strategy for our clients. ]

 

CONNOR: In our next video, we'll be interviewing our principal founder and senior portfolio manager here at CIBC Wood Gundy, and my father, Ted Velikonja. We will hear more about his over 30 years in the investment advisory industry building Velikonja Financial into the service-oriented client-focused holistic wealth management advisory practice we see today.

 

[Text on screen: Many topics will be covered in our next video featuring Ted Velikonja. ]

 

CONNOR: We look forward to being able to connect with you through video and would be delighted to hear from you in the comments or by email to hear your thoughts or to answer any questions you may have in regards to investing, financial planning, or anything else in the wealth management scope. Until next time, I hope that you all enjoy the rest of your summer, and I look forward to connecting with you soon.

 

[music]

 

[On screen: A professional group photo features seven individuals representing Velikonja Financial. They are dressed in business attire, with three seated and four standing. In the background is a modern office environment with a large, colorful abstract painting, and the text 'CIBC Wood Gundy | Velikonja Financial Since 1987' in the bottom right corner. Contact information is displayed in red text.

Address: 255 Queens Avenue, Suite 2200, London, ON N6A 5R8

Phone Number: 519-660-3759

Email: connor.velikonja@cibc.com ]

 

[Text on screen: "CIBC Private Wealth Management" 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 Management services are available to qualified individuals.

CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2021.

CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.

Connor Velikonja is an Associate Investment Advisor working with Ted Velikonja, Investment Advisor.

The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC. ]