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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

The Pyle Group

  • Home
  • About us
  • Services
    • Our services
  • Medical professionals
    • Personal and business wealth needs
    • Permanent Insurance strategies
    • Individual Pension Plan (IPP)
  • Process and Engagement
    • Process
    • Engagement
  • Commentary
    • Pyle's Blog
    • Conference call playbacks
    • In the media
    • Market insights
  • Community
 

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We provide premium wealth management solutions to individuals and businesses by acting as their financial quarterback through clarity, counselling and coordination.

Working with our team of specialists we specialize in providing professional portfolio management, financial planning and insurance strategies for individuals, families, businesses, institutions, trusts, and foundations.

 

What we are built on:

  • We believe that a client needs to be educated and not just advised.

  • We believe that emotion belongs in the discussion of money and not in an investment strategy.

  • We believe someone shouldn’t take more risk than they need.

  • We believe that without a financial plan, any investment strategy is not a strategy.

  • We believe that no one should enter into an insurance policy without a plan.

Our team

 

Andrew Pyle

Senior Investment Advisor
Portfolio Manager
 

Ally Pyle, CIM, B.Sc.

Investment Advisor
 

Tammy Sargeant, BA

Financial Associate
 

Andrew Barton

Administrative Assistant
 

Hayley Shewell

Administrative Assistant
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Our Services

At The Pyle Group we are dedicated to managing and protecting your financial future. Come see how we ensure that your investment strategy reinforces your financial planning objectives.

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Process

Our process revolves around you, the client.

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Engagement Summary

Take a look at how we engage customers

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Contact us

Address

135 Charlotte Street
Peterborough, ON K9J 2T6
Telephone number: (705) 740-2037

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IIROC Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.