Who are we? We're good, honest people with skills in the financial atmosphere, and our aim is to use that knowledge and undivided attention to your portfolio, to help secure your financial future. If you're looking for an investment advisor, retirement planner, or a true wealth management professional - you've come to the right place. At CIBC - Financial Advisor Waterloo: Jeff Gates, we go the extra mile to take care of you from the get go. Our hope is to serve you and help you achieve all of your goals in life, with our wealth planning services. Call us today to start a discussion.