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Penticton
399 Main Street
Suite 105
Penticton, British Columbia
V2A 5B7
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Tel: (250) 492-0212
Toll Free: +1 (800) 694-0212
Fax: (250) 492-6022

Stewart Beaumont Investment Group

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StewartBeaumontInvestmentGroup@cibc.com

Stewart Beaumont Investment Group

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Stewart Beaumont Investment Group

The Stewart Beaumont Investment Group at CIBC Wood Gundy has a combined 40 years of experience in the financial services industry, and is able to provide clients with comprehensive wealth management services.

By following their tried and trusted process, they are committed to helping you achieve all your financial goals by providing you with innovative solutions designed to meet your specific needs. The Stewart Beaumont Investment Group offers more than just investment advice – by leveraging the expertise of our partners across the CIBC group of companies, they can provide you access to a full range of products and services that incorporates everything, including:

  • Charitable Giving
  • Investment Management
  • Tax Efficiency
  • Retirement and Estate Planning
  • Business Succession Planning
  • Family Needs
  • Banking and Credit Solutions

Schedule an appointment today!

Learn more about our team, who we are and what we do. Team Page

Did you know that our team is involved in both CIBC's Miracle Day and Run for the Cure? Learn more about our community involvement here. Community

CIBC Wood Gundy offers solutions to meet your individual goals. Find out more about the Products & Services we offer. Services

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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.