Valerie Schroeder Email & Phone Number

A Portfolio Manager/Senior Wealth Advisor at CIBC Woody Gundy with over 30 years of experience managing wealth for individuals. I offer a consistent, unparalleled level of service and expertise that inspires confidence and loyalty in my clients that their financial affairs are handled with the highest level of competency and care. I strategically partner with them to provide investment advice and guidance on a wide range of financial issues that impact their lives so they can focus on other things.Investing is more than just a series of transactions. It’s about getting professional advice from a qualified expert and knowing that someone you trust is looking out for your best interests. Investing is about building the future you dreamed of.My holistic wealth management experience includes:1. Wealth and retirement planning to protect and grow your hard earned wealth2. Tax reduction strategies3. Discretionary wealth management4. Creating a legacy in a tax efficient manner through estate planning 5. Inspiring confidence in investing and helping women take control of their financeshttp://www.cibc.com/pwm-socialmediadisclaimer

Listed skills include Investments, Financial Services, Mutual Funds, Estate Planning, and 10 others.

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  University Of Manitoba