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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
  • Contact us

Entrepreneurs

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 847-6318
Email Email us
Email Email
Telephone Number Tel

Entrepreneurs

As an entrepreneur, you know what it means to make decisions. Every decision you make has lasting effects. These effects are widespread. Your decisions affect you, your business, your employees, your family, and your customers. Despite this pressure, you make these decisions every day.

Your personal wealth and company’s financial well-being is essential to your future success and growth. Mismanaged or neglected wealth planning and missed investment opportunities will diminish or even ruin an otherwise healthy business. This is true regardless of your service or product, and no matter how well you know your market.

It is nearly impossible to give your finances the attention needed. But proper attention can ensure your goals are achieved. You need guidance and management of financial matters according to your needs. You have built your business and know everything about it. I want to know it just as well.

I am a Senior Investment Advisor and I proudly help business owners take control of their financial futures. I have worked with entrepreneurs and decision-makers in small businesses and large corporations. With over 20 years of experience in financial and wealth management, I have narrowed my focus to deliver specialized services to entrepreneurs in all industries.

You need financial strategies that avoid pitfalls and seize every opportunity. I will help implement strategies that work for you according to your goals as a business owner. I offer specific insight into the constantly changing financial world so you are never caught off guard.

 

Contact me today to begin safely growing your wealth.

 
 
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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.