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CIBC Wood Gundy
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Victoria
730 View Street
9th Floor
Victoria, British Columbia
V8W 1J8
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Tel: (250) 388-5131
Toll Free: +1 (800) 561-5864
Fax: (250) 385-5669

Rick Wiegel

Investment Advisor

CIM, FCSI

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Tel: (250) 361-2238
Toll Free: +1 (800) 561-5864
Fax: (250) 385-5669
rick.wiegel@cibc.ca

Rick Wiegel

Titles & Designations

  • Investment Advisor
  • Canadian Investment Manager
  • Fellow of CSI

Languages Spoken

  • English

Specialties

  • Managed Money Accounts
  • Financial Planning Services
  • Annuities
  • Charitable Giving

Licensed In

  • British Columbia
  • Ontario
  • Saskatchewan

 

 

Discover the Power of a Personalized Relationship

The Wiegel Group's wealth management process begins with listening to your concerns and gaining a thorough understanding of your personal objectives. The planning process will address every area of your financial life, from investments and insurance to estate planning and charitable giving. Together, we'll create a long-term wealth management strategy that helps you manage risk over time, improve performance potential in a variety of market conditions, and keep your portfolio aligned with your goals. Your financial strategy is kept up-to-date through periodic reviews and regular communications.

Unique Family Office Approach

We focus on using a team of professional advisors and partners to strategically outline your wealth management roadmap using premier service and investment advice. In collaborating with your current accountant and lawyers, our Estate and Financial Planning Specialists, Private Bankers and CIBC Lending Services, you can ensure that your financial matters are being well cared for.

Our Process

We believe that the best strategic approach to creating an effective wealth management plan is to have a process, whether it be for your investment portfolio, stock selection, or personal wealth management roadmap. Let us help guide you to your road to success.

Creating a Wealth Management Plan

Schedule an appointment today!


Investment Management
Gain access to our risk management discretionary portfolios as well as portfolios through our premier Investment Consulting Service (ICS) platform.
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Wealth Planning
An in-depth approach to understanding your unique situation to create a comprehensive wealth management profile that is a good fit for you, your family, and your legacy.
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Charitable Giving
Help support an organization you believe in, while reducing your own tax liabilities and improving your overall estate plan.
Learn more

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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.