RIA: Certified Alicja Brown is an Investment Advisor with CIBC Wood Gundy. For over ten years, she has been helping clients achieve their financial goals through comprehensive tax, estate, business succession and retirement planning.
Clients can expect a high level of service from Alicja and her team. Customized financial plans define each client’s own goals. An action plan details specific steps and a timeline of achievement. We build a team of professionals around our valued clients consisting of accountants, estate lawyers and others to ensure the alignment and prioritization of financial goals.
She is a member of FP Canada, the Alberta and Ontario Insurance Councils and holds a Bachelor of Science degree from the University of Alberta. She is on the Board of the Responsible Investment Association of Canada.
Alicja is passionate about responsible investment and looks forward to a day when the integration of environmental, social, and corporate governance factors are a step in every investment selection process.
Services Offered in RI
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Ontario