Willow Wealth Management – CIBC Wood Gundy, Investment Advisor - Victoria, British Columbia

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 2187 Oak Bay Ave Ste 206, Victoria, BC V8R 1G1, Canada.
Téléphone: 2509407156.
Site web: woodgundyadvisors.cibc.com
Spécialités: Conseiller financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandés.
Avis : Cette entreprise a 18 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Willow Wealth Management – CIBC Wood Gundy, Investment Advisor

Willow Wealth Management – CIBC Wood Gundy, Investment Advisor 2187 Oak Bay Ave Ste 206, Victoria, BC V8R 1G1, Canada

☎️2509407156

Willow Wealth Management – CIBC Wood Gundy : Un Partenaire Financier de Confiance à Victoria

Pour les particuliers et les familles de Victoria, Colombie-Britannique, qui recherchent des conseils financiers solides et personnalisés, Willow Wealth Management – CIBC Wood Gundy se présente comme une solution fiable et expérimentée. Cette entreprise, intégrée au groupe CIBC Wood Gundy, offre une gamme complète de services de gestion de patrimoine, conçus pour répondre aux besoins spécifiques de chaque client. L'équipe de conseillers financiers de Willow Wealth Management s'engage à accompagner leurs clients dans la réalisation de leurs objectifs financiers à long terme, en offrant une approche transparente et collaborative.

Présentation de Willow Wealth Management – CIBC Wood Gundy

Willow Wealth Management – CIBC Wood Gundy est une filiale du réseau CIBC Wood Gundy, l’un des plus grands réseaux de conseillers financiers indépendants au Canada. Cette affiliation garantit à ses clients un accès à des ressources importantes, à une expertise approfondie et à une large gamme d’instruments financiers. L'entreprise se distingue par son engagement envers l'intégrité, la transparence et la satisfaction de ses clients. Elle propose des solutions sur mesure, allant de la planification financière et de la gestion de patrimoine à l’investissement et à la planification successorale.

Localisation et Accessibilité

L’adresse physique de Willow Wealth Management – CIBC Wood Gundy est située au 2187 Oak Bay Ave Ste 206, Victoria, BC V8R 1G1, Canada. Pour prendre rendez-vous ou obtenir des informations, le numéro de téléphone est le 2509407156. La page web de l’entreprise est disponible à l’adresse suivante : woodgundyadvisors.cibc.com.

L’établissement est conçu pour être accessible aux personnes à mobilité réduite. Il est important de noter que :

L’entrée est accessible en fauteuil roulant.
Le stationnement est également accessible en fauteuil roulant.
Des toilettes accessibles en fauteuil roulant sont disponibles sur place.
Des toilettes sont également disponibles pour les autres clients.

Ces aménagements témoignent de l’engagement de Willow Wealth Management – CIBC Wood Gundy envers l’inclusion et la commodité de tous ses clients.

Spécialités et Services Offerts

Les spécialités de Willow Wealth Management – CIBC Wood Gundy résident dans la planification financière personnalisée et la gestion de patrimoine. L’équipe se concentre sur les besoins spécifiques de chaque client, en tenant compte de ses objectifs financiers, de sa tolérance au risque et de sa situation familiale. Les services offerts comprennent :

Planification de la retraite
Gestion de patrimoine
Planification successorale
Investissements (actions, obligations, fonds communs de placement, etc.)
Planification fiscale
Gestion des assurances

L'entreprise propose également des services d'analyse de portefeuille et de rééquilibrage régulier pour optimiser les performances des investissements.

Avis et Réputation

Willow Wealth Management – CIBC Wood Gundy bénéficie d’une excellente réputation auprès de ses clients. Sur Google My Business, l'entreprise compte 18 avis, dont un moyen de note de 5/5. Ces avis positifs témoignent de la qualité des services offerts et de l’expertise de l’équipe. Les clients soulignent notamment la compétence, l’intégrité et la disponibilité des conseillers financiers.

Recommandations

Il est fortement recommandé de prendre rendez-vous avec un conseiller financier de Willow Wealth Management – CIBC Wood Gundy pour discuter de vos objectifs financiers et élaborer un plan personnalisé. Un rendez-vous préalable permet d’assurer une meilleure compréhension de vos besoins et de vous guider efficacement vers les solutions les plus adaptées. L’équipe est à votre disposition pour répondre à toutes vos questions et vous accompagner dans la réalisation de vos projets.

👍 Avis de Willow Wealth Management – CIBC Wood Gundy, Investment Advisor

Willow Wealth Management – CIBC Wood Gundy, Investment Advisor - Victoria, British Columbia

patti S.

5/5

What sets Kirsty, Andre, and Sarah apart is their combination of professionalism, expertise, and a personal touch that makes even complex financial decisions feel manageable. They’re responsive, trustworthy, and proactive — always a step ahead in ensuring our financial plan stays on track.

I’m grateful for the peace of mind and clarity they’ve brought to our financial life, and I wouldn’t hesitate to recommend them to anyone seeking a dedicated, knowledgeable, and genuinely caring team. Their move to Wood Gundy has also been a welcome surprise as services have increased and the WG team has been exceptional. .

Shanna M.

5/5

I have been working with Kirsty and team for over a decade and they far surpassed the service I received at other companies. Wish I had have switched to them sooner. They actively manage my investments. They reach out when they think I should make a change and have helped me plan for retirement. I would highly recommend them to anyone.

Robert P.

5/5

My spouse and I transferred our investment accounts to Kirsty (and Jill) at Willow Wealth Management.
Within two weeks we had a wonderful portfolio and retirement plan that was understandable. Kirsty was great at explaining the 'future' as best one can while maintaining such professionalism and knowledge in a manner that was honest and clear.
We can not express our gratitude. We would highly recommend the services this amazing team offers to clients.
Even during these times where we are all questioning our financial security, Kirsty maintains a calm and supportive approach.
Thank you all (Kirsty). You are brilliant!

Craig W.

5/5

I have trusted the Willow Wealth Management team with my retirement funds for the past 2 years. Kirsty is not only a trusted advisor but also a dear friend. She always puts her best foot forward to ensure that I'm understood and her professional approach to my portfolio management is why I am here to stay. I highly recommend their services to anyone in need.

Graeme M.

5/5

Willow Wealth Management took over our portfolio roughly 5 years ago after years with one of the large banks where it had stagnated. Kirsty took the time to understand our needs as well as our past experience with rotating reps. She is constantly in touch when there are times of concern over the markets and monitors the health of our investments to make sure we are well positioned to ride out fluctuations. As a result we have seen excellent growth over the years. I would highly recommend them. We feel that finally we have someone in our corner who cares about our future.

Katherine F.

5/5

Kirsty has been my financial advisor since 2016 and I can't stress enough how satisfied I am with the professionalism and integrity displayed by the Willow Wealth team. Kirsty and Jill go out of their way to ensure their clients are well-looked after and Kirsty's no-nonsense approach to financial management gives me great comfort. I actually love our financial discussions! To top it all off, Kirsty has always given me spot-on advice and my investments are sitting quite nicely. Highly recommend.

Janet R.

5/5

A few years ago, I was in a situation where I needed a trusted financial advisor to assist with preparing a financial plan for my mother, myself and my sister. Kirsty’s knowledge and expertise has been absolutely invaluable. What I have really appreciated is how Kirsty tackles complex financial concepts and makes them easier to understand as well as regularly checking in with us throughout the year. Whether it is budgeting, taxes or estate planning, I have found Kirsty’s approach to that of care, honesty, candor and the utmost of professionalism. I will continue to recommend the professional services of Willow Wealth Management!

Willie S.

5/5

Kirsty and Jill makes a great team working together to cater to their clients' need. Maximizing the growth in your portfolio while finding a balance in risk exposure is always a challenge and we have been delighted with the recommendation that were made to us by the Willow Wealth Management over the years. Highly recommend you consider this team if you are looking to switch advisors to gain more attention to detail services and more personal touches in the relationship with your investment advisor.