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

Martella Group

  • Home
  • About us
  • Services
    • Wealth Management and Investment Planning
    • Risk Management, Insurance and Estate Planning
    • Tax Minimization Strategy
    • Corporate Efficiency Planning
    • Industry Specific Collaboration
  • Our Clients
    • Medical & Dental
    • Professionals
    • Entrepreneurs
  • Market insights
  • Upcoming Events
  • Contact us
 

Industry Specific Collaboration

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Industry Specific Collaboration

Working alongside doctors, dentists, business owners, real estate entrepreneurs and professionals since 1999 has allowed me to build a unique and strong partnership within these industries. Building and developing a clinic, purchasing an existing practice, requirement of liability insurance, team building for employees and management, employee retention, unique banking and financing requirements. These are only a few areas that require attention. With the Martella Group, you will work with a financial advisor that can provide you with solutions to all challenges, so you are not forced to address them alone.

 

Contact us today to learn more about how we can help you achieve your wealth ambitions.

 

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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.