Kevin T. Punshon
Branch Manager, First Vice-President, Investment Advisormore
Toll Free: +1 (800) 667-3661
Fax: (306) 569-8616
Kevin T. Punshon
"Disciplined Solutions for Building and Preserving Wealth."
Whether you are an individual investor, or you are in charge of institutional assets, one of the biggest challenges is choosing the right investments. And if the challenge seems greater today than it was several years ago, it's understandable. Tax laws change frequently, markets fluctuate and new investment products are being introduced daily. Today's marketplace can be very complex and confusing for successful people that are busy managing their own day-to-day affairs. It is no different than being left alone in the wilderness without experience.
Proper management of your investments requires diversification of assets classes, investment style and markets. Most people do not have the time or resources to continually monitor these activities. Kevin Punshon and his team offer conservative, professional management of your investments through the development of a strategy that delivers a disciplined process of tailoring your investments to your needs.
Your investment management team is comprised of professionals who are dedicated to providing the highest level of service.
Kevin Punshon, First Vice President and Investment Advisor, has been in the financial services industry since 1988. Kevin believes that professional wealth management is a dynamic decision making exercise that requires one to rely on someone to help guide them through the process. "My role as your advisor is to determine your investment objectives and deliver a financial strategy to achieve your personal goals." Kevin has proven to clients over the years that they can trust him to deliver unbiased, responsible advice that will deliver a disciplined solution for building and preserving wealth.
In addition to providing comprehensive investment wealth management, Kevin works with other CIBC Wood Gundy professionals in the areas of estate and financial planning. "I can offer personally-tailored solutions that extend beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize, and transfer your wealth, I can help meet all aspects of your financial situation throughout your lifetime."
Stephanie Taylor, Investment Advisor Assistant, is responsible for overseeing our clients' daily administrative needs. She oversees everything from new accounts, cheques to settling estates. "I am committed to ensuring all client administration requests are dealt with quickly and accurately." Stephanie provides excellent service and clients tell us that regularly.