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Monthly Money - January 2024 Edition
CIBC.com
CIBC Private Wealth
CIBC Websites
Client Login
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.