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 CIBC Private Wealth Management

CIBC Wood Gundy

Madams Advisory Group

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    • Our partners
  • Why us  
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    • Market viewpoint
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Our partners

Address Richardson Building, One Lombard Place 10th Floor Winnipeg MB, R3B 3N9
Telephone Number (204) 946-9841
Email Email us
Email Email
Telephone Number Tel

Our partners

 

Graph of The Madams Advisory Group specialists featuring titles, designations, and specialties all surrounding the client.

 

 
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OUR PARTNERS

We partner with CIBC experts to help address all of your wealth needs.

Martyn Hall

Martyn Hall, CLU, CFP

Estate Planning Specialist

Martyn works with our clients to help them preserve and maximize their estate values. His expertise includes strategies that cover all forms of life and living benefits insurance for both business and personal needs. Martyn has been assisting clients with their insurance needs since 1990, and specializing in estate planning since 1997.

Nancy Regina

Nancy Regina, CFP, RRC

Senior Private Banking advisor

Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.

She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.

Kevin Townsend

Kevin Townsend, B.Comm., PFP

Senior Private Banking advisor

Kevin works with our clients to provide tailored and convenient banking solutions. He has been advising high net worth clientele since 2005, and has a personalized approach to helping our clients achieve their financial goals.

Martyn Hall

Martyn Hall, CLU, CFP

Estate Planning Specialist

Martyn works with our clients to help them preserve and maximize their estate values. His expertise includes strategies that cover all forms of life and living benefits insurance for both business and personal needs. Martyn has been assisting clients with their insurance needs since 1990, and specializing in estate planning since 1997.

Nancy Regina

Nancy Regina, CFP, RRC

Senior Private Banking advisor

Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.

She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.

Kevin Townsend

Kevin Townsend, B.Comm., PFP

Senior Private Banking advisor

Kevin works with our clients to provide tailored and convenient banking solutions. He has been advising high net worth clientele since 2005, and has a personalized approach to helping our clients achieve their financial goals.

 
 
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“CIBC Private Wealth Management” 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 Management 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.


The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.