Jack Wozniak - Investors Group Division Director

Cumberland Private Wealth, based in Calgary, AB, is an independent wealth management firm that prioritizes a collaborative approach to financial planning. With over 30 years of experience, they focus on providing customized portfolio solutions and strategic advice that encompasses investing, tax, legal, and estate planning. The firm emphasizes a deep understanding of clients' goals, ensuring that their investment strategies align with individual needs while maintaining a disciplined process to protect capital. Their commitment to education and transparent communication fosters a rewarding client experience, helping families, individuals, and foundations achieve their financial objectives. Generated from the website

RBC Dominion Securities Inc in Calgary, AB, offers expert financial planning services tailored to meet individual client needs. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, and wealth management solutions. Their commitment to client success makes them a trusted partner in navigating complex financial landscapes. Generated from this place's information

RBC Dominion Securities in Calgary, AB is a financial services firm that offers investment advice and wealth management services to individuals and businesses. With a focus on personalized financial planning, RBC Dominion Securities aims to help clients achieve their financial goals through tailored investment strategies and solutions. Generated from their business information