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  • Monthly Money - January 2024 Edition
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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Gerstel Wealth Management Group

  • Home
  • Unlock the Benefits
  • Meet the Team
  • Working With Us
    • Our Services
    • Growth & Savings Opportunities
    • Planning for Your Future
  • Hear From Our Clients
  • Tips for Success
    • Access Exclusive Monthly Insights
    • Other Resources
  • In the Media

Access Exclusive Monthly Insights

Access Exclusive Monthly Insights

Welcome to Monthly Money with Gerstel Wealth

Every month, we share an exclusive collection of tips focused on two key things: unveiling opportunities to grow your wealth and equipping you to assess the quality of financial advice you receive.
 

Monthly Money is a guide for busy executives like you, helping you keep your financial future within clear sight, even amidst the demands of your career.

 

What's in it for You?

Elevate Your Decision-Making: Drawing from our extensive experience working with executives, we're uniquely positioned to share insights that cut through the noise and focus on your needs
 

Maximize Your Financial Health: Uncover strategies that spotlight cost-saving and growth opportunities to secure a wealthy future
 

Ensure Quality Advice: Learn how to critically audit your financial advice, ensuring your best interest is always being considered

 

Ready to take control of your financial future?

Join a circle of executives who are already leveraging the intel from Monthly Money to boost their wealth and audit the quality of their financial advice.

 

Get complimentry access; opens in an email

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.