Jake Brumby & His Team from CIBC
SOUPER KITCHEN/ Presenting Sponsor $15,000
We are proud to announce Jake Brumby, B.Comm, CFA and His Team
from CIBC as our Presenting Sponsor of the Souper Bowls of Hope event.
We are proud to introduce you to our wealth management team from CIBC Wood Gundy.
Working together alongside other specialists we provide you with a comprehensive approach to your wealth management. We specialize in personalized investment strategies for each client.
Integrated wealth management is a process that provides a flexible framework in order to maximize a client’s financial resources for the long-term.
It’s a process of identifying the client’s goals, needs, objectives and dreams then helping turn them into a reality. Once a plan has been designed and presented to you, we quarterback with a team of experts to plan and deliver the targeted solutions.
From left to right our investment team consists of Brian Smith, Associate Investment Advisor; Wendy Ramlochan, Administrative Assistant ; Jake Brumby, First Vice-President, Portfolio Manager, Investment Advisor; Jane Trites, Financial Associate and David Brumby, Investment Advisor.
Our investment philosophy is based on the concept that markets and investments cannot be timed. We believe that strategic diversification across geography and asset classes to meet each clients’ investment goals is critical to achieving long-term investment success. Every portfolio is designed to weather the constant volatility of markets and provide a disciplined framework for making solid investment decisions.
Our customer service is outstanding. We set up regularly scheduled meetings or phone reviews where we review both financial matters and any significant lifestyle changes. We work with other professionals such as lawyers or accountants to ensure consistency. We also have full fee disclosure on our fee structure.
We welcome the opportunity to meet with you to discuss our integrated wealth management process and discover if there is a “fit”. Please give our office a call at 250-361-2294.