The Kunz Financial Group
Toll Free: +1 (866) 777-0028
Fax: (403) 526-6901
THE KUNZ FINANCIAL GROUP
At CIBC Wood Gundy, successful investing begins with developing a personalized relationship between you and your Investment Advisor. Our number one priority is working one to one with each client with a mandate to achieve your financial goals.
It begins with listening and spending the time to get to know you. By sharing our knowledge and experience with you, we empower your decision making. With a thorough understanding of your situation, financial goals and risk tolerance, our team can create a long-term financial strategy that custom fits your goals and investment style.
We are living in a decade of change, with a demand for quality. Investors are now much more skeptical of "easy money" ideas and their inherent risks. On the other hand, traditional investments can no longer be relied upon alone for future financial security. Creating a road map specifically designed to achieve your financial vision has become a necessity.
Our CIBC Wood Gundy investment team brings together the investment acumen of three individuals with over 50 years of combined experience in the investment industry.
Our team's commitment is to provide you with a level of service unparalleled in the financial industry. The underlying concept is clear: Your trust must be earned, and it is our team's responsibility to do so by providing unequalled investment advice and service.
* Financial & Estate Planning
* Tax-Advantaged Investment Services
* Insurance Solutions
* Investment Advice & Recommendations
* Portfolio Reviews & Assessments
Provinces We are Licensed In:
Alberta, Saskatchewan, British Columbia and Quebec