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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Goulet Estate Planning Group

  • Home
  • About Us
    • Team
    • Partners
    • Mission, Vision and Values
  • Our Clients
  • Our Services
    • Two Contexts
    • Estate Planning
    • Risk Management
    • Process
  • Our Expertise
    • Strategies
    • Products
  • Publications
    • Goulet Group Guides
    • Goulet Group Videos
    • Goulet Group Articles
    • CIBC Articles
    • CIBC Special Reports
  • Contact Us

Mission, Vision and Values

Address 2828, Bd Laurier Tower 1, Bureau 1000 Quebec QC, G1V 0B9
Telephone Number (418) 659-8756
Email Email us
Email Email
Telephone Number Tel

Mission, Vision and Values

Our mission

To help make your vision a reality.

 

Our vision

To ensure the financial security of individuals and contribute to the transfer of capital to future generations.

 

Our values

Listening

We take the time to fully understand your goals, your concerns and what matters to you before proposing solutions.

Rigor

We demonstrate integrity and rigor in everything we do.

Creativity

We embrace innovation and challenge the status quo. We love to create and imagine new solutions to your unique challenges.

Respect

We favor a living environment that respects people and is open to differences. This healthy and inclusive environment fosters collegiality and pride in belonging to the group.

 
 
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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.