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Edmonton
10180-101 Street,
Suites 1700 & 1800
Edmonton, Alberta
T5J 3S4
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Tel: (780) 429-8900
Toll Free: +1 (800) 232-7296
Fax: (780) 429-8999

Greg Bealer

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Greg.Bealer@cibc.ca

Greg Bealer

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A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.

As a CIBC Wood Gundy Investment Advisor, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.

Capitalizing on the strengths of CIBC, I have access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.

Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well 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.

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Retirement Solutions

Whether saving for retirement or a child’s post-secondary education, registered accounts are a tax-effective addition to any investment portfolio.

  • Registered Retirement Savings Plan (RRSP): RRSP contributions, up to an annual maximum amount, are tax deductible, and your investments grow tax-deferred until withdrawal.
  • Registered Retirement Income Fund (RRIF): A RRIF is a tax-effective way to draw income from your RRSP after retirement, while continuing to earn tax-deferred growth on the funds within the account.
  • Tax-Free Savings Account (TFSA): You can contribute up to $5,000 to a TFSA each year and access your savings at any time. Your investments grow tax-free and you won't pay tax on any growth earned in the account, even when you make a withdrawal.
  • Locked-In Retirement Account (LIRA): A LIRA is an RRSP subject to restrictions under federal or provincial pension legislation. You may transfer eligible pension funds to a LIRA, where the funds can grow tax-deferred until withdrawal.

For more information on these accounts, and other registered and non-registered accounts and services available through CIBC Wood Gundy, please contact my office.

CIBC Wood Gundy Online

CIBC Wood Gundy Online is one of the many value-added services available to clients. Once enrolled, you have secure and instant access to all of the tools and resources you need to keep up-to-date with the markets and your investments, including:

  • A consolidated report of all your CIBC Wood Gundy accounts
  • The latest market news and updates
  • A single sign-on feature that allows you to access your CIBC bank account and CIBC Wood Gundy account through one online portal
  • Recent market research from CIBC Wood Markets, CIBC Wood Gundy's Investment Strategy Group and more
  • Reference current and past1 statements anytime, anywhere; statements are available three business days after month end and are posted in downloadable PDF format for easy record-keeping

As a CIBC Wood Gundy client, you can access all of these features when you sign on to your account through our homepage at www.cibcwoodgundy.com.

1Archive goes back to July 1, 2002.

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.