Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Our group
    • Our team
    • Our partners
  • Financial blueprint™
    • Investment process
    • What's your number?
  • Family office
  • Blog
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy
 Great Lakes Investment Group

GREAT LAKES INVESTMENT GROUP

  • Home
  • Our group
    • Our team
    • Our partners
  • Financial blueprint™
    • Investment process
    • What's your number?
  • Family office
  • Blog
  • Contact us

Home

What's your number?

For Retirement. For Every Day. For Living.

Find my number

What's your number?

For Retirement. For Every Day. For Living.

Find my number

Initials O and G represent Our Group

 

Our Group

30+ years of investment experience has taught Ken and his team the value of true financial planning.

Initials F and B represent Financial Blueprint

 

Financial Blueprint

Help showcase current goals and future plans with an active strategy that’s flexible, realistic and manageable. 

Initials O and G represent Our Group

 

Family office

The integration of portfolio management, financial planning, retirement planning, business consulting and transition services.

 

Great Lakes Investment Group

 

[music]

 

[On screen: Logos and text. At the top, centered, the CIBC logo, characterized by its red and yellow colors. Directly below, in smaller text, reads "CIBC Wood Gundy." Centered below these elements, the text "GREAT LAKES INVESTMENT GROUP" is displayed, signifying a specialized focus within the investment sector. The text is in a bold font and employs a grey color scheme, accompanied on the left by a stylized letter 'G' that transitions from dark to light grey. ]

 

[Text moving on screen: Everyone has a plan.

Plan for travel. For retirement.

At Great Lakes Investment Group, we believe your investments should have a plan.

A foundation.

A financial blueprint.

One that we’ll use to set goals and objectives, make recommendations, track ongoing progress, and fully customize our investment process to meet your individual needs with a strategy that’s flexible realistic and manageable, that can produce consistent results you can count on.

Because it’s not just about achieving returns relative to the markets.

It’s about protecting yourself when things are turbulent and enjoying the benefits of better days.

Great Lakes Investment Group creating life’s financial blueprint™ ]

 

[Text on screen: DISCLAIMER

“CIBC Private Wealth Management” 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 World Markets Inc. and ISI are both Members of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. CIBC Private Wealth Management services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.

 

This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2017.

 

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

 

Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.]

[music]

 

[On screen: Logos and text. At the top, centered, the CIBC logo, characterized by its red and yellow colors. Directly below, in smaller text, reads "CIBC Wood Gundy." Centered below these elements, the text "GREAT LAKES INVESTMENT GROUP" is displayed, signifying a specialized focus within the investment sector. The text is in a bold font and employs a grey color scheme, accompanied on the left by a stylized letter 'G' that transitions from dark to light grey. ]

 

[Text moving on screen: Everyone has a plan.

Plan for travel. For retirement.

At Great Lakes Investment Group, we believe your investments should have a plan.

A foundation.

A financial blueprint.

One that we’ll use to set goals and objectives, make recommendations, track ongoing progress, and fully customize our investment process to meet your individual needs with a strategy that’s flexible realistic and manageable, that can produce consistent results you can count on.

Because it’s not just about achieving returns relative to the markets.

It’s about protecting yourself when things are turbulent and enjoying the benefits of better days.

Great Lakes Investment Group creating life’s financial blueprint™ ]

 

[Text on screen: DISCLAIMER

“CIBC Private Wealth Management” 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 World Markets Inc. and ISI are both Members of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. CIBC Private Wealth Management services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.

 

This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2017.

 

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

 

Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.]

Back to Video
 

"Every year we withdraw from our RIF and the principal has maintained itself. I would call that outstanding. It has made retirement for us less stressful, which, from a financial standpoint, is very important. They handle your money and invest it like it was their own. Highly recommend this group."

Robert M. 

 

"Their timely decisions, especially over a sometimes-difficult market, along with the informative and timely communication has, and is, very helpful. They are always willing to answer any questions and we are appreciative of the ongoing care of our investments." 

Edward T.

 

Contact us

Address

Great Lakes Investment Group Address
3115 Harvester Road
Suite 100
Burlington, ON L7N 3N8
Telephone number: (905) 337-4434
Toll-free: 1 (800) 268-0621
 

This is the contact form that appears in the footer of all websites

The sum of the numbers is incorrect.
*Required fields
✓

Thank you for submitting this form.

!

Sorry, there's been a server error.

Please refresh the page and try to submit again.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.