Bowland Wealth Management Group - CIBC Private Wealth

Bowland Wealth Management Group - CIBC Private Wealth Portfolio Manager, Sr. Wealth Advisor with Bowland Wealth Management of CIBC Private Wealth. As a Portfolio Manager, Sr.

Wealth Advisor with Bowland Wealth Management of CIBC Private Wealth, I find great reward in giving my clients the ability to reach and protect their financial goals and manage their overall wealth. With the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP) designations and Life Insurance License (LLQP) I look at all aspects of a client’s life to assess their wealth and develop a risk-adjusted plan in order to provide them with knowledge for financial success.

According to a new survey, young Canadians are increasingly the targets of financial fraud.
07/07/2023

According to a new survey, young Canadians are increasingly the targets of financial fraud.

Young Canadians are increasingly the targets of financial fraud, experts say, as the age group most comfortable with buying products online is likewise most exposed to risk.

Being invested during volatile markets can be stressful, but it doesn't have to be. Being prepared for bumps in the mark...
07/04/2023

Being invested during volatile markets can be stressful, but it doesn't have to be. Being prepared for bumps in the market can put you in position to take advantage of opportunities as they arise.

Being prepared for bumps in the market can put you in position to take advantage of opportunities as they arise.

To live is the rarest thing in the world. Most people exist, that is all.
07/03/2023

To live is the rarest thing in the world. Most people exist, that is all.

Successful investing is about managing risk, not avoiding it.
06/28/2023

Successful investing is about managing risk, not avoiding it.

Your focus determines your future.
06/26/2023

Your focus determines your future.

If you're a new grad taking your first steps into the professional world, here are a few tips on how to choose the right...
06/23/2023

If you're a new grad taking your first steps into the professional world, here are a few tips on how to choose the right first job.

New grads are often shouldering debt, and many hope to land their first job quickly. Here are some factors to weigh before signing on the dotted line.

Fortune favours the bold!
06/19/2023

Fortune favours the bold!

As Canadians are squeezed by rising costs of living, results from a recent survey suggest women in the workforce are far...
06/15/2023

As Canadians are squeezed by rising costs of living, results from a recent survey suggest women in the workforce are faring worse than men as they report lower salaries, more financial instability and greater reliance on additional income streams.

​As Canadians are squeezed by rising costs of living, results from a recent survey suggest women in the workforce are faring worse than men as they report lower salaries, more financial instability and greater reliance on additional income streams.

Never invest in any idea you can't illustrate with a crayon.
06/14/2023

Never invest in any idea you can't illustrate with a crayon.

HNW investors in the U.S. believe that   and   are the two biggest threats to their wealth. What do you think are the bi...
06/13/2023

HNW investors in the U.S. believe that and are the two biggest threats to their wealth. What do you think are the biggest threats right now?

CNBC's latest millionaire survey reveals the biggest threats to personal wealth. Here are the best ways to protect from these risks, according to experts.

Either you run the day or the day runs you.
06/12/2023

Either you run the day or the day runs you.

Canada’s Gen Z has shown greater willingness than its counterparts in other nations to jump into the world of  , accordi...
06/09/2023

Canada’s Gen Z has shown greater willingness than its counterparts in other nations to jump into the world of , according to new research.

Almost half of Canadian Gen-Z investors are confident in their ability to reach their financial goals

Address

105/399 Main Street
Penticton, BC
V2A5B7

Alerts

Be the first to know and let us send you an email when Bowland Wealth Management Group - CIBC Private Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Bowland Wealth Management Group - CIBC Private Wealth:

Share