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Pamela Chisholm is listed as Senior Wealth Advisor, Strategically managing personal and intergenerational family wealth at CIBC Wood Gundy, a company with 2017 employees, based in Greater Halifax Metropolitan Area, Canada, Canada. AeroLeads shows a work email signal at cibc.ca and a matched LinkedIn profile for Pamela Chisholm.
Pamela Chisholm previously worked as Senior Wealth Advisor at Cibc Wood Gundy and Investment Advisor at Moss Lawson. Pamela Chisholm holds Bachelor Of Arts, Psychology And Native Studies - Honours Standing from Trent University.
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AeroLeads found 1 current-domain work email signal for Pamela Chisholm. Compare company email patterns before reaching out.
I take a holistic approach with my clients. Managing wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. For the last 20 years I have been working with the complex subtleties of individual and intergenerational family wealth providing confidential legacy planning, estate maximization, portfolio advice, and execution. As an Investment Advisor with CIBC Private Wealth Management, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.Capitalizing on the strengths of CIBC, I have access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.I am a Financial Management Advisor, a Fellow of the Canadian Securities Institute and a licensed Life Insurance agent. I am also currently working on my Portfolio Management Designation. I am a member of the Halifax Estate Planning Council, a forum for Nova Scotia professionals to meet regularly to learn about various estate planning topics and to network and share ideas. Members are leaders in their respective professional fields including the professions of law, accountancy, insurance, trust and financial planning, planned giving. All involved in various aspects of estate planning. When I am not diligently working to create financial success for my clients I enjoy travelling, making my famous homemade chocolates and spending good quality time with my Scottish Terrier Duncan.I strongly believe in giving back to our community. I am a member and Premiere Sponsor of 100+ Women Who Care Halifax, a powerful group of local women making an immediate, direct and positive effect on the lives people and charities in need in the Halifax area. The quick one-hour meeting format has lasting impact and has raised nearly half a million dollars. Three local non-profits present at quarterly meetings, members vote, and the chosen recipient receives $100 from each member. To join a great bunch of giving gals, visit 100womenhfx.com www.cibc.com/pwm-socialmediadisclaimer
Listed skills include Leadership, Event Planning, Management, Entrepreneurship, and 5 others.
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Halifax, Canada Area
Services Retirement Education & Major Purchase Planning- Income and asset protection- Self-directed plans for financing strategiesPortfolio Advice & Execution- Rate return requirement- Risk tolerance & asset allocation- Rebalancing- Information & educationTax Planning- Tax minimization strategies- Estate maximization strategiesCredit & Lending- Debt.
Toronto
Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →
George Guy
Colleague at Cibc Wood Gundy
Vancouver, British Columbia, Canada, Canada
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Mark Streeter
Colleague at Cibc Wood Gundy
Canada, Canada
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Cristian Gerota, Mba, Cim
Colleague at Cibc Wood Gundy
Montreal, Quebec, Canada, Canada
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DK
Dan Kirmani
Colleague at Cibc Wood Gundy
Canada, Canada
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Dylan Pannu
Colleague at Cibc Wood Gundy
Edmonton, Alberta, Canada, Canada
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AH
Adele Hebert
Colleague at Cibc Wood Gundy
Montreal, Quebec, Canada, Canada
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Charles De Paula
Colleague at Cibc Wood Gundy
Canada, Canada
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Geraldine Solodky, Ba, Rrc, Cfp, Fcsi
Colleague at Cibc Wood Gundy
Canada, Canada
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KT
Kevin T. Punshon
Colleague at Cibc Wood Gundy
Regina, Saskatchewan, Canada, Canada
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JO
John Owen
Colleague at Cibc Wood Gundy
Calgary, Alberta, Canada, Canada
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Quick answers generated from the profile data available on this page.
Pamela Chisholm works for CIBC Wood Gundy.
Pamela Chisholm is listed as Senior Wealth Advisor, Strategically managing personal and intergenerational family wealth at CIBC Wood Gundy.
AeroLeads has found 1 work email signal at @cibc.ca for Pamela Chisholm at CIBC Wood Gundy.
Pamela Chisholm is based in Greater Halifax Metropolitan Area, Canada, Canada while working with CIBC Wood Gundy.
Pamela Chisholm has worked for Cibc Wood Gundy, Moss Lawson, and The Municipality Of Metropolitan Toronto.
Pamela Chisholm's colleagues at CIBC Wood Gundy include George Guy, Mark Streeter, Cristian Gerota, Mba, Cim, Dan Kirmani, and Dylan Pannu.
You can use AeroLeads to view verified contact signals for Pamela Chisholm at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.
Pamela Chisholm holds Bachelor Of Arts, Psychology And Native Studies - Honours Standing from Trent University.
Pamela Chisholm is listed with skills including Leadership, Event Planning, Management, Entrepreneurship, Investments, Social Media, Public Speaking, and Team Leadership.
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